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Overview

The User Guide provides access to the official RuLoans documentation portal. It enables users to understand CRM features, workflows, and best practices through structured and easy-to-follow guides. This section is designed to support self-learning and reduce dependency on support teams.
To access the User Guide:
  1. From the left-side menu, click on Help & Support
  2. Select User Guide
You will be redirected to the RuLoans Documentation portal.

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Purpose

The User Guide helps users to: Learn how different CRM modules work Understand end-to-end workflows Follow best practices while using the system Stay updated with new features and enhancements

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Documentation Coverage

The User Guide includes: CRM module overviews Step-by-step feature walkthroughs Process flows and usage instructions Feature updates and enhancements

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Highlights

Centralized documentation platform Easy-to-navigate and searchable content Regularly updated with the latest changes Accessible directly from the CRM

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Benefits

Enables self-service learning Reduces dependency on support teams Improves user efficiency and confidence Ensures consistent usage of CRM features Prepared By: Ahtesham Ahmad