Getting Started: Quick Guide

What to do:

Fill in all the black properties

If you do not have social media accounts or do not wish to display them on the site, please leave these blank.

Your signature is automatically included in emails sent from the CRM, so it’s worth setting up right away.

What to do:

This allows you to send and receive emails directly from the CRM.

What to do:

Once connected, you’ll be able to send emails from your CRM and see conversations in one place.

Full guide:
How to Connect Your Gmail or Outlook Inbox

This step is required to make calls, send texts, and track conversations.

What to do:

If this isn’t done, calls and texts won’t work correctly.

Full guide:
How to Verify & Connect Your Phone Number in the CRM

Before you start using the CRM, make sure:

Before you start working leads, there are three quick things every user should set up. This ensures your calls, texts, and emails are working properly from the start. This guide gives you the quick path. Each step links to a full walkthrough if you need more detail.