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Quick actions (mobile)

• New Client → open Clients (CRM) and click New
• New Deal (upsell / renewal) → open 💼 Deals (view: New Deals (entry)) and click New
• New Task → open Tasks (view: Kanban) and click New
• New Invoice → open Invoices and click New
• New Income / Expense → open Transactions (views: Income (entry) / Expense (entry)) and click New </aside>

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Product pack — self-service system (standardized in EN).

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Start here

• Start Here — NexosFlow
• Quick Setup — NexosFlow
• Onboarding Tutorial — NexosFlow

Core

• Clients (CRM)
• 💼 Deals
• Tasks
• Projects
• Invoices
• Transactions

Dashboards

• NexosFlow — Finance Dashboard
• NexosFlow — Tasks Dashboard

Guides

• System Guide (EN)
• Guía del Sistema (ES)