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Saphion brings the work your Organisation does into one place: Projects, Actions, Files and the tools you already use. Beacon, your assistant in Saphion, works beside you in the same place and within the same permissions you have. Saphion does not replace the tools you already use. Connectors link them to your work, so email, files and field systems come together without retyping.

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Start here

Sign in

Accept your invitation and sign in for the first time.

Your first 10 minutes

A short route from Home to your first Action and your first answer from Beacon.

Chat with Beacon

Ask questions, bring in files and choose how Beacon works.

Actions

See your own work by when it is due, and keep it moving.

CRM

Keep customers, leads and opportunities together, and see whether you will hit your target.

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How this documentation is organised

  • Getting started covers signing in and finding your way around.
  • Beacon covers chat, Projects in Beacon, Skills and Connectors.
  • Actions & Projects covers shared work, the record panel, and Companies and people.
  • CRM covers customers, leads, opportunities and the Forecast.
  • Admin is for Organisation Admins: members and roles, Connectors, Instructions and the Bin.
  • Help answers common questions and tells you how to reach Saphion Support.
This documentation describes what is available to every Organisation today. A feature shown with a padlock and “Coming soon” in the app is not yet available to your Organisation, and is not described here.