Help Center
Guides and training videos.
Guides and training videos for Dragones CRM. If the answer is not here,the support page lists every way to reach us.
Activity rules.Video
How Activity Rules work and how to configure them, in a walkthrough of the rule screen.
Updated September 23, 2026
Configuring permissions.Video
How to configure permissions for the user roles your business actually runs, in a walkthrough of the permissions screen.
Updated September 23, 2026
Demonstration of basic features.Video · 29 min
A full walkthrough of the basic functionality of Dragones CRM, from the Companies grid through account detail, activities, notes and routes.
Updated September 23, 2026
Tags.Video · 8 min
How tags are implemented in the CRM and how to use them to filter your accounts.
Updated September 23, 2026
Delegating user management of non-sensitive user roles.
How a manager can hand day-to-day user administration to a subordinate without granting a full Administrator permission set, and the one configuration mistake that would let the delegate escalate their own permissions.
Updated August 18, 2026
Install the CRM as an app on your phone or desktop.
Dragones CRM runs in any modern browser and installs as an app from the login page, on iOS, Android and desktop, whether we host your instance or you do.
Updated August 18, 2026