Getting Started

1. Create Contact – Add or import contacts for better filtering and messaging. 

2. Setup Channel – Configure communication channels and try sending messages. 

3. Enable Funnel App – Activate the app for visualizing leads and managing contacts. 

4. Set up Tags – Organize contacts with tags for segmentation and listings. 

5. Invite Team – Add team members and set their permissions. 

6. Completion Indicator – Shows "1/5 complete" indicating progress following the above step setups. Once the settings are completed, the indicator will display 5/5, and the CRM workflow starts working automatically.