Tutorials

Set up CrmLeaf for service-led teams

Five admin tutorials for configuring CrmLeaf across the most common customer service workflows - MSP service desks, internal IT helpdesks, expense approvals, ticket-to-release pipelines, and agency timesheets & invoicing.

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8
Step-by-step tutorials
41
Total steps with clear outcomes
30
Minutes to full account setup
Free
Onboarding session included
Customer Service Tutorials

Pick the workflow you are configuring

Each tutorial is a step-by-step admin guide with screen-by-screen navigation, recommended defaults, and a validation checklist before go-live.

T-01

MSP Service Desk Setup

Configure ticket pipelines, SLA tiers, escalation rules and omnichannel intake for an MSP managing 50+ clients.

7 stepsStart tutorial
T-08 · T-09 · T-10

Internal IT Helpdesk

HRMS, role-based access control, and a self-service knowledge base - the full setup for an internal IT team.

14 stepsStart tutorial
T-06 · T-07

Expense Approvals & POs

Category policies, multi-level approval rules, PO workflows, three-way invoice matching and vendor management.

11 stepsStart tutorial
T-03 · T-04R

Tickets to Releases

Convert support tickets to engineering tasks, configure split SLAs, set up the release pipeline and client notifications.

10 stepsStart tutorial
T-04 · T-05

Timesheets & Invoicing

Rate hierarchy, billing rules per project type, retainer caps, weekly approval, and automated invoice generation.

11 stepsStart tutorial

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Open the tutorial alongside your CrmLeaf account and follow each step with your own live data.

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