CRM Setup Checklist


After a company or new user is created, a setup checklist popup will appear when logged in.

If you need more information on how to do a certain step, you can click the “More” button on the right of each step. There you will be able to go to our doc on that subject by clicking on “See our docs”.

You can use this to keep track of what you need to do. If you navigate away from the checklist, you can find it in the “Settings” tab. There will be a “Setup Checklist” subtab.

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