Everyday user guide
Last updated: 2 Sep 2026
This guide is for people who use the system every day. If you are the one setting it up for a team, start from the features page and come back here.
Read it once (ten minutes), then return to the section you need when you need it.
Your first sign-in
You receive a link and sign in with it. Change your password from your picture at the top of the screen → My account.
From the same place you can switch between Arabic and English whenever you like, and the system remembers your choice.
Your day in three steps
1) Open "My tasks". It holds what you owe today: a call, a follow-up, a meeting. Start from the top.
2) After every call or meeting, write what happened on the deal. Two lines is enough. Anyone who writes in their own notebook loses the time twice: once now, and again when they are asked a month later.
3) Before you finish, make sure every deal of yours has an upcoming task with a date. A deal with no upcoming task is a deal that will be forgotten. This is the single most important habit in the whole system.
Deals: creating and moving them
From the deals screen press "New deal" and enter the customer name and expected value. If the company already exists the system suggests it as you type, pick it rather than creating a second company with the same name.
You move a deal by dragging it from one stage to the next. Try it on the board below:
Some stages ask for information before they let you move (the decision-maker's name, for example). That is deliberate: do not enter something you do not know, ask the customer first.
Tasks are your memory
Anything you intend to do later, make it a task with a date: "Follow-up call Tuesday", "Send the quote tomorrow". It appears in "My tasks" on that day.
Do not rely on mental notes. And do not write "follow up" with no date, that is a wish, not a task.
Conversations from inside the deal
A customer's WhatsApp or email message reaches the system and attaches to their deal. You open the deal and see the whole conversation, and you reply from there without opening another app.
Why it helps you: when you travel or move to another customer, whoever opens the deal after you knows where the conversation stopped. And nobody asks you "what happened with so-and-so?" when you cannot remember.
Quotes and signature
From inside the deal press "Quote". The proposal is built with the deal's figures and your organization's branding, and you send it as a link. You see when it was opened, and the customer signs it electronically if that feature is enabled for you.
Looking for new customers?
Describe who you want in plain language, as you would say it to a colleague, and you get a list ordered by priority with the decision-maker named at each company.
If you work on tenders
The radar shows you the tenders that fit your organization's activity, with the reason for each. What fits you becomes a deal in one click, and what does not tells you why.
Questions that come up in the first week
I forgot my password. Press "Forgot password" on the sign-in screen, or ask your system administrator to reset it.
I cannot see my colleague's deals. That is deliberate, not a fault. Each role sees its own scope: their records, their team's, or the whole organization. If you need wider access, ask your administrator.
I entered something wrong. Edit it directly. And if you delete something by mistake, it stays in the restore bin for thirty days.
The customer asked us not to contact them. Record it on the contact immediately. The system then blocks messaging them, so you do not have to remember.
The deal ended without a sale. Close it as lost and pick the reason from the list. The loss reason is the most valuable thing you give the team, it is how we learn where to improve.
When to ask for help
- Inside the system: the help icon at the top of the screen has guided tours that walk you through, step by step, on the screen itself.
- From your system administrator: for permissions, stages and templates.
- From us: hello@effistar.sa, and we reply within one business day.