> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.swellsystem.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Documentation Plan

# Documentation Plan

## Structure Overview

### Getting Started (3 articles) ✅
- [x] Getting Started Guide
- [x] Account Setup
- [x] Importing Sample Data

### Core Modules

#### CRM (6 articles)
- [x] CRM Overview
- [x] Managing Contacts
- [ ] Managing Companies
- [ ] Leads Pipeline
- [ ] Custom Fields
- [ ] Reminders

#### Scheduling (6 articles)
- [x] Scheduling Overview
- [x] Setting Up Availability
- [ ] Creating Event Types
- [ ] Managing Bookings
- [ ] Calendar Connections
- [ ] Booking Links

#### Finance (4 articles)
- [x] Finance Overview
- [x] Creating Invoices
- [ ] Managing Products
- [ ] Payment Processing
- [ ] Recurring Invoices

#### Projects (3 articles)
- [x] Projects Overview
- [ ] Creating Projects
- [ ] Task Management
- [ ] Project Collaboration

#### Email (3 articles)
- [ ] Email Client
- [ ] Email Marketing
- [ ] SMTP Settings

#### Proposals (3 articles)
- [ ] Proposals Overview
- [ ] Contracts
- [ ] Templates

### Advanced Features (4 articles)
- [ ] Custom Fields System
- [ ] Reminders System
- [ ] User Tagging & Notifications
- [ ] Workflows
- [ ] AI Insights
- [ ] Integrations

### Settings (4 articles)
- [ ] Account Settings
- [ ] Team Management
- [ ] Billing & Subscriptions
- [ ] Security Settings
- [ ] Notification Preferences

### Troubleshooting (4 articles)
- [ ] Common Issues
- [ ] Error Messages
- [ ] Performance Tips
- [ ] Browser Compatibility

### FAQs (3 articles)
- [ ] General FAQs
- [ ] Billing FAQs
- [ ] Feature FAQs

## Priority Order

**Phase 1 (Critical - Reduce 80% of support):**
1. Getting Started Guide ✅
2. Account Setup ✅
3. Setting Up Availability ✅
4. Creating Invoices ✅
5. Managing Contacts ✅
6. Common Issues
7. SMTP Settings
8. Calendar Connections

**Phase 2 (Important):**
9. Managing Companies
10. Creating Event Types
11. Managing Products
12. Creating Projects
13. Task Management
14. Payment Processing

**Phase 3 (Nice to Have):**
15. All remaining articles