📄️ Client Portal Access
Guide for safely accessing and testing the Client Portal interface.
📄️ Integrations
Connect Pluto Systems with external platforms like HubSpot for CRM synchronization, Stripe for payment processing, and 3DX for inventory management to streamline your sales workflow.
📄️ Mass Document Share
Guide for generating and sharing a document to multiple units at once from the Admin section of the sales app.
📄️ Creating & Managing Staff
Guide for creating staff members, understanding roles and permissions, and archiving staff accounts in the Pluto Systems sales app.