Welcome to Tribe!
This article brings together all training videos that will help you get started with working in Tribe on a daily basis.
The videos are short, practical, and designed for end users. They guide you through the most important parts of the system, including navigating Tribe, managing relations, following up with tasks and appointments, handling e-mail communication, and using dashboards to stay in control of your work.
We recommend watching the videos in the suggested order and taking time to practice along the way. Tribe works best when it’s used consistently, and these videos focus on helping you understand how to work with the system in your day-to-day activities.
Step 1. Navigating Tribe
A clear overview starts with knowing where to look. In this step, you learn how navigation in Tribe is structured, from your workspace and dashboards to relationships and settings. Understanding this structure helps you find information quickly, keep the system organized, and work efficiently without unnecessary complexity.
Watch: Navigating Tribe
Assignment
Find an existing relation and review its data. Identify any missing details and add them if needed.
Review the available dashboards and hide any that are not relevant to you.
Click through the widgets on the dashboards and explore the underlying data.
Step 2. Adding Relations in Tribe
Relationships are the foundation of working in Tribe. In this step, you learn how organisations and persons are structured, how relationship types define the information you capture, and how to create and link relationships correctly. This ensures your data stays accurate, avoids duplicates, and remains accessible for everyone in your team.
Watch: Adding Relations in Tribe
Assignment
Create a new organisation.
Before adding a contact person, check whether that person already exists in Tribe.
Add the contact person to the new organisation.
Link the same contact person to a second organisation.
Mark that relationship as former.
Step 3. Creating and Following-Up on Tasks
Tasks help keep work organized and follow-ups on track in Tribe. Here, you learn how to create, assign, and link tasks to relations and activities, so every action has context and responsibility is clear. Completing tasks keeps your work visible to the team and ensures nothing gets forgotten.
Assignment
Create a task, fill in all details, and assign it to yourself.
Add a note to the task.
Verify that the task appears in your task list.
Forward the task to a colleague.
Complete the task once it is finished.
Step 4. Creating and Following-Up on Appointments
Appointments help structure meetings and follow-ups in Tribe. This is an important step: you will learn how to schedule appointments, link them to relations and activities, and keep them visible in the calendar. By capturing notes and follow-up actions, appointments ensure agreements are clear and shared across the team.
Assignment
Create an appointment linked to a relation and complete all detail fields.
Add a note to the appointment activity.
Verify that the appointment appears in your Tribe calendar.
If desired, connect your Outlook or Google calendar and confirm that the appointment is synchronised there as well.
Mark the appointment as Done once it has been completed.
Step 5. Sending and archiving e-mails in Tribe
Emails keep communication connected and transparent in Tribe. You’ll learn how to send, archive, and link emails to the right relations and activities, ensuring all correspondence is stored in one central place. This approach prevents information from being lost and gives the team a complete view of every relationship.
Assignment
Send an email to yourself as a test. Note: this email will be sent, so do not use a real relation's address.
Use an email template and/or a standard text when composing the email.
Check whether the Outlook or Gmail add-in is already active. If not, activate it yourself or contact your administrator to enable the integration.
Archive an existing email from your mailbox in Tribe and verify that it appears as a closed activity on the relevant relation card.
Step 6. Using dashboards, widgets and views
Dashboards give you a clear overview of key information in Tribe. You’ll discover how dashboards, widgets, and views work together to highlight what matters most, helping you stay focused and productive. Customizing and exploring dashboards ensures your workflow is efficient and aligned with your team’s needs.
Assignment
Review the available dashboards and hide any that are not relevant to you.
Explore the available widgets and views on your dashboards.
Open the widget library and add relevant widgets or views to your My Workspace dashboard or to other dashboards you use frequently.
If a widget, view, or column in a view is missing, discuss this with your administrator.
Quicky Summary
Understanding why certain choices are made in your Tribe setup are just as important. For that reason, we recommend reaching out to the internal owner of your CRM for additional context and guidance.
Use this article as your go-to reference whenever you need a quick refresher or when onboarding new colleagues. It’s designed to support you throughout your journey with Tribe and help you build confidence in using the system.
Let’s get started!
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