FAQ
Short answers to common questions about capability, rollout, and day-to-day operation — written to be accurate without exposing implementation details.
Short answers to common questions — deeper behaviour lives in the platform and trust sections.
Capability
Does Harold replace our CRM?
Harold is built for transaction operations — pipeline, documents, inbox, reporting — not generic CRM marketing workflows. Use your CRM where it fits; keep deal truth in Harold.
Can we customise stages and templates?
Yes, within the configuration surfaces your admin exposes. Heavy customisation should stay governed so teams do not diverge silently.
Rollout
How long does rollout take?
It depends on migration, template governance, and training. Plan for parallel running until operators trust the new rhythm.
De-risking
- Pilot one desk end-to-end.
- Lock template owners early.
- Measure adoption weekly for the first month.
Support
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