Greenloop End-User Runbook
Step-by-step guidance for using Greenloop, the platform for customers, leads, bills of lading, dispatch, pricing and catalog management.
Finding what you need
Use the search box at the top of any page (press
/ to jump to it), or pick a module below. Menu names in this guide match the left sidebar in Greenloop. You only see the menu items your role is allowed to use, so some pages described here may not appear for you.
Modules
Conventions used in this guide
- shows where to click.
- Bold text is a button, tab or field label exactly as it appears on screen.
- Screenshots use sample data only. No real customer information appears in this guide.