Appearance
Workspace setup admin
- Hailer Workspace Settings
- How to enable public Workspace copy
- How to import and export data to Hailer
- index
- Tips and Tricks for workspace owners and admins
- Workspace admin best practices
Function Fields
- Frequently used functions
- How to configure Function Fields
- How to get the start and end date from a date range
- How to use Function Fields to build a price calculator in Hailer
- Introduction to Function Fields
Manage Workflows and Datasets
- Create a Hailer web form
- Data modelling in Hailer
- Hailer Birds Eye View
- Hailer Workflow settings
- How to copy process or workflow module in Hailer
- How to create a custom workflow or process in Hailer
- How to set up an email notifier using webhooks and Zapier
- What are activity links
Templates
- Getting started with prebuild inventory management workflows
- How to add a simple automation to your Hailer workspace with Zapier
- Prebuilt CRM workflow template