Getting Started

Everything you need to set up AI Engage CRM from a blank account — in the right order.

Add a Rollup Summary field that automatically counts, totals, averages or finds the earliest or latest value across related records — for example the total value of a contact’s won deals — with a worked example and a screenshot for every step.

Create your AI Engage CRM account, confirm your email with a 6-digit code, add your company details, then add a payment card to start your 14-day free Business Pro trial — nothing is charged until the trial ends.

Configure your individual account — name, photo, timezone, date/time format, social links, and your password.

Add a Multi-Select Lookup field that links one record to several records in another module — for example all the stakeholders on a deal — then fill it in, view it and filter by it, with a screenshot for every step.

Hand records to a new owner and, in the same step, move the previous owner’s related deals, tasks, meetings, calls and notes. Covers one record, several at once, and the 20-record limit for moving related records.

Set the same value in one or more fields across many records in one go — up to 500 at a time. Covers picking records, choosing fields and values, the review step, instant updates up to 100 and background updates up to 500.

Use the Audit Log to see who changed a setting, field, profile, workflow or user in your CRM, and when. Covers opening it, reading each entry, filtering by user, area, action and date, and exporting to CSV.

Add a second layout to any module: name it, clone it from an existing layout, then remove, add and rearrange fields and sections in the Layout Builder and save it, ready to share with your team.

Open an existing layout in the Layout Builder, move fields and sections, change a field’s settings for that layout, bring back or delete unused fields, edit the Quick Create and Detail View forms, then save or discard your changes.