Master the platform at your own pace
Free modules, guided paths, and hands-on challenges — whether you are an admin configuring the org or a developer building on the platform.
Beginner
Coming Soon
Getting Started with RidgeCRM
Navigate the platform, understand the data model, and set up your first leads and opportunities.
~45 min
Beginner
Coming Soon
Lead Management Fundamentals
Capture, qualify, and convert leads. Work the kanban board and understand the conversion flow.
~30 min
Intermediate
Coming Soon
Building Reports and Dashboards
Create tabular reports, apply filters and grouping, build chart widgets, and compose leadership-ready dashboards.
~40 min
Intermediate
Coming Soon
Admin Essentials: Fields, Layouts, and Profiles
Add custom fields, design page layouts, set validation rules, and manage user profiles and permissions.
~50 min
Advanced
Coming Soon
Platform Developer Basics
Write server-side triggers, register custom UI components, and use the REST API to extend the platform programmatically.
~60 min
Intermediate
Coming Soon
Automation and Approval Processes
Design automation rules, configure multi-step approvals, and connect CRM events to external systems via webhooks.
~45 min
Learning launches soon. Get notified when modules go live.
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