
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 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 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 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.