SmartSaaS

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Welcome

4

⚡ Navigation & Quick Actions
👋 Welcome Page
📊 Dashboard
🏠 Business Feed

Data

36

📤 Sharing Datasets
⚙️ Dataset Settings
🛠 Dataset Actions
⭐ Favourite Data
🔍 Browse Data
⬆️📂 Upload Data
🌍 Share Public Data
🔗 How to View Data Links
📌 Create and Edit a Data Template – 👀 Step 5: Preview & Save
📌 Create and Edit a Data Template – ➕ Step 4: Add New Fields
📌 Create and Edit a Data Template – ✏️ Step 3: Manage Fields
📌 Create and Edit a Data Template – ✏️ Step 2: Edit a Template
📌 Create and Edit a Data Template – 📝 Step 1: Create Data
🛠️ Utilities
🌐 Webpage Templates
🎨 Creative Templates
📄 Document Templates
🧾 Invoice Templates
📧 Email Templates
📘 Browse & Manage Data
Uploading Data
Tagging models
Your data, simplified
Importing Data
Editing models
Creating models
Exporting models
Adding data to your model
Model Settings
Sharing Models
Editing models
Action Handler
Template Creation
Data Creation
Data Items AI
Create Data

Projects

8

🤝 Sharing Projects
🗂️ Organising Projects
📋✅ Tasks & Subtasks
📂 Creating a Project
🤖 Project AI
💬 Project Conversations
✏️ Editing a Project
📂 What are projects?

Settings

7

💳 User Billing
🏢❌ Removing a Company
🤝 Track Affiliate Earnings
💳 Upgrade & Manage Billing
📊 Track Your SmartSaaS Performance in Real Time
👤 Update Your Profile
🌐 Setting Up Language

Integrations

1

➕ Integrations

Networking

1

📍 Discover and Grow Your Business Connections

Reports

2

📊 Company-Wide Overview with Real-Time Performance Metrics
📊 Viewing Individual Reports

Users

1

Multiple companies

Knowledge

2

🌍 Share Knowledge Beyond Your Team with External Articles
📤 Share Internal Knowledge with Your Team

Organiser

6

🗓️ Scheduling Events
📅 Customer Bookings
🔗 Calendar Integrations
🎙️ Recording and Summarising Meetings
⏰ Setting and Managing Reminders
📖 Creating & Managing Calendars

Sales

4

📂 Reviewing Expired Campaigns
🚀 Managing Active Campaigns
➕ Creating a New Campaign
📊 Sales Dashboard Overview

Company

6

🛡️ Assigning Roles and Permissions
👤❌ Removing a User
👤➕ Adding a User
👥 Manage Users
🌱 Starup Builder
🏢 User Hierarchy

Quick Actions

1

Generating a Business Card

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Organiser

⏰ Setting and Managing Reminders
🎙️ Recording and Summarising Meetings

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