Documentation

Artemis Documentation

Find the information you need to configure, use and troubleshoot Artemis.

Browse by the way you work

What does this capability do and how do I use it?

How should I work in Artemis in my role?

What happens across a business or lead lifecycle?

Something is not working. What should I check?

What is the authoritative answer to a common question?

Audience

Configuring a pipeline, attaching services and payments to a phase, and how cost and commission follow.

Sales managerSales representative

How incoming leads are assigned, what the distribution settings control, and what to check when a lead is not assigned.

Sales managerSystem administrator

The order to configure things in: languages and currencies, entities, users, roles and distribution settings.

System administrator

2

Organization, custom roles and permissions, entities, languages, currencies, working hours and distribution settings.

1

Lead creation, sources, duplicate detection, distribution, reminders, forms and the Lead Workspace.

1

Pipelines, phases, services, tasks, costs, payments and commission context.

1

Native email, SMS and in-app notifications, templates, provider integrations, webhooks and the Respond.io reference integration.

1

Lead, sales, team, task, financial, projection, leaderboard and export.