Get Started with Your New CRM

This onboarding process will help you get set up with your new CRM and learn how to use it. It is divided into two parts:

1. Pre-onboarding survey: This survey will collect some basic information about you and your business. This information will be used to set up your CRM.

2. Dashboard Guides: We offer course guides to assist you in setting up the CRM, along with a course covering the essential features to get you started. These videos will guide you through the setup process and teach you how to use the CRM in your daily activities.

You'll be bringing in new leads in no time!

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