BlueHill Help Center

BlueHill

For anyone on your team who tracks customer onboarding or internal projects in BlueHill Boards. Start here, then follow the guides in order or jump to the one you need.

Boards

BlueHill Boards: user guide

The Boards page at a glance

Find, filter and organize boards

For anyone on your team who looks after customer accounts or works a sales pipeline in BlueHill. Start here, then follow the guides in order or jump to the one you need.

Customers

BlueHill Customers: user guide

The Customers page at a glance

Find, filter and organize customers

For anyone on your team who publishes help articles for your customers, looks after the public help center site, or wants to know what visitors see there. Start here, then follow the guides in order or jump to the one you need.

Help center

BlueHill Help Center: user guide

The Help center tab at a glance

What your visitors see

For anyone on your team who answers customer email, works tickets or sets up the support desk in BlueHill. Start here, then follow the guides in order or jump to the one you need.

Support

BlueHill Support: user guide

The Support inbox at a glance

Find and filter tickets

For anyone on your team who gives customers access to the customer portal, looks after portal accounts, or wants to know what customers see once they sign in. Start here, then follow the guides in order or jump to the one you need.

Customer portal

BlueHill Customer Portal: user guide

The customer portal at a glance

The Portal users page

For anyone on your team who writes, reads or organizes pages in the BlueHill wiki: runbooks, policies, meeting notes, how-to guides and the articles behind your help center. Start here, then follow the guides in order or jump to the one you need.

Wiki

BlueHill Wiki: user guide

The Wiki at a glance

Knowledge bases, folders and the page tree

For anyone on your team who sends quotes, collects signatures and gets paid in BlueHill. Start here, then follow the guides in order or jump to the one you need.

Deal rooms

BlueHill Deal Rooms: user guide

The Deal rooms page at a glance

Find, filter and organize deal rooms

For managers and team leads who want BlueHill to send reminders, update boards, notify the team and hand work off without anyone having to remember. Start here, then follow the guides in order or jump to the one you need.

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