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Main
WiseApp Developer Documentation
Introduction
Getting Started
Developer Resources
Developing Custom Themes
Custom Theme Basics
Using Theme Selectors
Pre-built Components
Troubleshooting for Theme Development
Unable to Access the Dashboard
Integration with Terminal Fails
Unable to Upload CSS File
Saving Theme Changes Not Possible
Using the REST API
Introducing our REST API
API Resources
Dashboards
Accounts
Leads
Forecasts
Monitoring API Usage
Client Libraries
Tutorials
Installing the WiseApp Client
Integrating with Your Swift App
Implementing Authentication
Translating Rules
API Reference
Latest Changes to the Developer Docs
CleverApp
Welcome to CleverApp
Help Resources
Getting Started
Getting Started for Admins
Introduction to CleverApp
Sales Automation
Defining App Roles
Setting up Workflows
Creating Rules
Configuring Templates
Sales Forecasting
Forecasting Basics
Selecting a Forecast Method
Forecasting Examples
Performance Management
Using the Dashboard
Creating Reports
Exporting Data
Visualizing Data
Tutorials
Setting up Deals
Scaling Sales Operations
Connecting Multiple Accounts
Integrating with your CRM system
Troubleshooting
Unable to Access the Dashboard in CleverApp
Integration with CRM System Fails
Rules Produce Conflicts
Unable to Export XML Files
Project Page X
FAQs
Is CleverApp GDPR compliant?
How reliable are automations?
What plan is the right one?
Can I get guidance on workflow configurations?
How much does the app cost?
What's the difference between CleverApp and SmartApp?
Do you offer any bundle discounts?
Video Tutorials
CleverApp Release Notes
CleverApp 2022-05-04
CleverApp 2022-04-29
CleverApp 2022-02-16
CleverApp 2022-02-08
WiseApp User Documentation
Introduction
Getting Started
Analytics and Dashboard
Create a Dashboard
Modify a Dashboard
Visualize Data
Delete a Dashboard
Lead Management
Create Leads
Edit Lead Details
Connect Leads
Delete Leads
SmartApp Home
Introduction
Getting Started
Available Product Plans
Team Boards
Define a Board
Modify a Board
Copy a Board
Delete a Board
Data Visualization
Define a Visualization
Modify a Visualization
Copy a Visualization
Delete a Visualization
SmartApp Public Roadmap
Support
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What's New?
Main
Introduction
Getting Started
Analytics and Dashboard
Create a Dashboard
Modify a Dashboard
Visualize Data
Delete a Dashboard
Lead Management
Create Leads
Edit Lead Details
Connect Leads
Delete Leads
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