Menthory
guides and tutorials
Everything you need to know about buying, using, and customizing Menthory
Get started with Menthory
Your personal guide to take you from zero to hero with Menthory. Whether you've used it in a past life, or have never heard of it, we'll help you to set it up, and learn the best practices. So grab your team and let us mentor you through it!
How to Send an Account Request in Menthory
Ready to start optimizing your company workflows? Follow this quick guide to fill out the Menthory registration form, submit an account request, and get your team's personalized workspace up and running
Complete Guide to Menthory CRM Settings
Set up your pipeline infrastructure perfectly! Follow this quick walkthrough to map out your customer fields, create targeted collection drop-downs, and establish internal database security settings
How to Add New Team Members in Menthory
Learn how to quickly add and onboard new team members in Menthory. This step-by-step guide walks you through entering personal details, setting up job positions, configuring work schedules, and uploading onboarding documents.
How to Add Modules in Module Market
Need extra tools for your team? Use this quick guide to enter the Module Market, choose custom tool add-ons like CRM or OKRs, and immediately apply subscription changes to your workspace.
How to View and Manage Org Charts in Menthory
How to navigate the interactive Org Chart dashboard, expand hierarchical reporting trees to see who reports to whom, filter views by specific department fields, and export your final layout for seamless offline documentation.
How to Send a Request in Menthory
A user-facing blueprint explaining how to submit internal tickets inside Menthory. This short guide covers accessing the centralized Requests repository, searching through template categories, reviewing administrative guidelines, and submitting tickets for company review.
How to Create Organizational Areas in Menthory
Build a transparent company structure with this straightforward Menthory guide, map out parent departments, assign designated managers, and link child organizational areas. Establishing these visual hierarchies ensures your entire departments' connection and routing workflows with absolute clarity.
How to Add Custom Fields for Clients in Menthory
A technical configuration blueprint detailing how administrators can inject custom data parameters into Menthory client profiles. Covers navigating the CRM database checklist, selecting specific data field types, mapping custom selection values, and enforcing input compliance rules.
How to Request Time Off in Menthory
Learn how to easily submit and customize a time-off request in Menthoory. This step-by-step guide covers selecting your leave type, setting your dates, customizing daily hours, and adding notes for your team.
How to Create a New Client in Menthory CRM
Streamline your business pipeline with this straightforward Menthory CRM guide. Create corporate client profiles, set deal priorities, assign account owners, and establish key individual contact touchpoints. Keep your sales tracking organized, track onboarding histories, and plan your next outreach steps efficiently.
How to Manage Tasks and Follow-Ups in Menthory
Never miss a client follow-up. This practical guide shows you how to convert activity logs into scheduled tasks, organize your team's current work pipelines, and use automated AI drafts to instantly speed up your email outreach.
How to Create Request Templates in Menthory
Explore how to build custom request templates with tailored, multi-stage approval pipelines. Keep your entire team aligned, organized, and operating at peak efficiency.
How to Add an Event in Menthory
A click-by-click guide detailing how to build and schedule internal meetings using Menthory's Events module. It takes you through the Add Event form,, defining target schedule parameters via calendar, and filtering target attendee access scopes using Organizational Area department lists.
How to Remove Modules in Module Market
Need to clean up your workspace sidebar? Follow this brief step-by-step guide to disable unused tools through the Module Market and update your team's plan configurations safely.
How to Set Up Company Info in Menthory
A step-by-step walkthrough on how to configure your organization's profile in Menthory. This guide covers entering basic details and leveraging the AI-powered website scraper to automatically populate your company’s mission, vision, and core values.