brainX Handbook

Welcome to the brainX Handbook

This handbook describes all functions and areas of brainX — from the very first steps to daily use in operations. Clearly structured descriptions, step-by-step instructions and practical examples help you quickly find the right answers and get the most out of the software.

brainX helps you to nurture customer relationships in a targeted way, structure sales processes, coordinate marketing activities and automate administrative workflows.

The handbook is divided into the following areas:

Introduction – Product versions, technical requirements and packages
Getting Started – System setup and initial configuration
Navigation – Structure and operation of the user interface
My Preferences – Personal user settings and integrations
Global Settings – System-wide configurations for administrators
Import, Export and Update Data – CSV import, export and mass update
Dashboard – Dashboards and widgets on the brainX home page
Modules – Description of all available modules with fields, actions and practical examples
Interfaces – Integrations and external connections
Glossary – Explanations of terms and abbreviations used in the handbook
FAQ – Answers to frequently asked questions about brainX

Note

brainX GmbH continuously develops its software. Technical information in this handbook may change without prior notice. All information has been compiled to the best of our knowledge and is intended for guidance purposes. For complex questions or individual requirements, the customer service team is available.

Welcome to the brainX Handbook

Table of Contents

Send Feedback