Getting Started

ASTRO CSM is where your company keeps its customers, its sales pipeline, its quotes, subscriptions and invoices, in one place. This page shows you around in a few minutes. You can print it: use Print at the top of this article.

Sign in

  1. Open ASTRO and enter your e-mail address and password. Select Sign in.
  2. The first time, ASTRO asks you to set up an authenticator app. Scan the picture with Microsoft Authenticator, Google Authenticator or 1Password, type the six-digit code the app shows and select Finish set-up and sign in.
  3. After that, every sign-in asks for the current six-digit code from the app. Type it and select Continue. If a code is refused, wait for the next one the app shows and try again.
  4. On a computer or phone that only you use, tick Remember this device for 7 days before you select Continue. For the next 7 days this browser does not ask for the code. You still need your password.

ASTRO signs you out after 30 minutes without any activity. A minute before, it asks whether you want to stay signed in.

To sign out, open the account menu (your name at the top right) and choose Sign out. Sign out everywhere signs you out on every device and makes this one ask for the code again. Forget this device keeps you signed in but asks for the code at the next sign-in.

The screen in 30 seconds

  1. The menu on the left lists every screen you may use. Sections such as Pipeline, Revenue and Administration open and close with a click. Type in Search menu at its top to find a screen, and select the star beside a screen to keep it under Favorites. On a phone, the menu button (☰) at the top left opens it.
  2. The company name at the top tells you which company you are working in.
  3. Search finds companies, contacts and deals. Select the search box, or press / or Ctrl+K (⌘+K on a Mac).
  4. New (the + button; the round button at the bottom right on a phone) adds a company, a contact, an activity, an opportunity or a follow-up from wherever you are.
  5. ASTRO opens the assistant (see below).
  6. The bell shows how many notifications you have not read.
  7. The account menu (your name) holds the company switch, the colour theme, Customise menu, My profile, Help and sign out.

Switch company

If you work for more than one company in ASTRO, each one keeps its own customers and settings, and your role can differ between them.

  1. Open the account menu (your name at the top right).
  2. Under Company, choose the company you want. Your role there is shown next to its name.
  3. If you have unsaved changes, ASTRO asks first. Then it opens the dashboard of the company you chose.

On a phone the same list is also at the bottom of the menu (☰). If you see no Company list, you belong to one company only.

Ask the assistant

The assistant, called ASTRO, answers questions about your own data in plain words, for example "Which deals close this month?" or "Who owes us money?". It is there when your role includes it.

  1. Select ASTRO at the top of the screen. On a computer it opens beside the page; on a phone it fills the screen.
  2. Type your question in the box that says Ask ASTRO… and press Enter.
  3. To see where a number comes from, select the number or Where did these numbers come from?.
  4. When ASTRO offers to do something for you, such as sending a reminder, it shows a card first. Nothing changes until you select Confirm on that card.

Notifications

  1. The bell at the top shows how many notifications you have not read. Select it to see them, newest first.
  2. Select a notification to open the record it is about. It is marked as read.
  3. Mark all read clears the count.
  4. Preferences chooses what you are told about, in the app or by e-mail, and your quiet hours.

Help

  1. Select ? next to a screen's title to open the help for that screen. Press ? on the keyboard to do the same.
  2. Help is also in the menu and in the account menu.
  3. In Help, type words in the search box (press / to get there). The list keeps the topics that mention them and the article marks every match. Press Enter to jump to the next one.
  4. Copy link copies a link to the topic you are reading, to send to a colleague.

Something not covered here? Ask your company's administrator.

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