Knowledge base

The same guides people read inside ASTRO CSM, open to everyone. Pick a topic or search from the menu.

What's new

Getting started

Home and dashboard

Companies and contacts

Pipeline

Quotes and proposals

Subscriptions and renewals

Reports and forecast

Notifications and reminders

The ASTRO assistant

Your profile

Using ASTRO on a phone

FAQ and troubleshooting

Invoices

Payments and receivables

Collections

Commissions and resellers

Order forms and default terms

Company settings

Members and roles

Brands

Web forms

Web form submissions

E-mail provider

Products, prices, tax and subscriptions

Lookups, stages and custom fields

Import and export

Notifications and scheduled jobs

Security

Assistant administration