Getting Started

Prerequisites

Before starting the CRM setup process, ensure the following prerequisites are completed:

• Active CRM account with valid login credentials
• Required CRM subscription plan enabled
• Customer/contact data available for import
• Team member details available for user setup
• Required communication channels and integrations configured

Getting Started

Once all prerequisites are completed, begin the initial CRM setup process by following the steps below.

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 "0/5 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.