Documentation
What the documentation covers
This is how to do the everyday jobs in Konvyra: what to click, in which order and what the buttons are called. Each page takes one area at a time.
Who it is for
- Sales rep (Säljare in the Swedish interface) calls, follows up leads, moves deals and writes quotes.
- Sales manager (Säljchef) does what a rep does and also follows the team's figures and distributes lists.
- Administrator (Administratör) has access to everything, including pipeline settings.
Where a feature differs between the roles, the page says so.
Where to start
- New to Konvyra: Getting started
- Making calls: Calling and callbacks
- Working with leads and lists: Leads and lists
- Following deals: Pipeline and deals
- Getting startedSign in with the details from your administrator, get a new password if you forget it and find your way around Konvyra: sidebar, search, language, theme.
- WorkspaceHow to read Overview and My workspace in Konvyra: tabs, periods, filters, key figures and today's tasks, callbacks and deals that are about to close.
- Leads and listsFind, filter and create leads, import and export CSV, build static and smart lists, distribute them between reps and use the block list in Konvyra.
- CallingStart a calling session in Konvyra, save outcomes with the number keys, write notes, schedule callbacks, undo a saved call and skip leads.
- PipelineCreate deals, move them between stages on the pipeline board, add products, understand won and lost stages and set up pipelines as an administrator.
- QuotesBuild a quote in Konvyra with products and bundles, set discounts, follow the totals, preview as PDF and manage the status from draft to accepted.
- Companies and contactsFind and create companies and contacts in Konvyra and use the record page: timeline, notes, logged calls, tasks, deals and lists.
- TasksPlan your day in Konvyra: add tasks quickly, book meetings in the calendar, tick things off and find overdue follow-ups and callbacks.
- Teams and rolesWhat Administrators, Sales managers and Sales reps can see and do in Konvyra, how teams work and how to add or remove members of a team.
- ReportsHow to read Reports in Konvyra: the Sales, Pipeline, Products and Outliers tabs, filters and periods, CSV export and who sees what.
- Focus modeUse Konvyra on your phone: Focus mode shows only what you need, how to install the app on Android and iPhone and what needs a connection.
- AI chatKonvyra's own screens have no AI chat today. How the administrator sets up AI with the organisation's own provider and key, and what is sent.
- SettingsPersonal settings in Konvyra: profile, language, theme and password, and which workspace settings an administrator can reach.
- AdministrationFor the Administrator: create and remove users, set roles and passwords, set up pipelines and products and connect AI.