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Home / Help / Getting Started Guide

Getting Started Guide

Whether you’re just trialling the CRM CRM, or you’ve recently purchased a subscription, the steps for getting yourself going are mostly the same.

Our product offers the most value when the whole team is using it. This means getting all your data imported and getting it connected to your other business systems. Don’t worry, set up is super simple and can be done quickly.

In a trial situation, this guide helps facilitate proper set-up so you can accurately test ‘real world’ situations using data that’s specific to your business.

In a purchase situation, this guide will help you get up and running as quick as possible.

Let’s get started! Here’s what we’re going to do, and why (we also have training videos here)