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 Setup:

In this process we'll guide you through the process of setting up your CRM correctly.

2. Onboarding calls:

You can have up to 4 onboarding calls, to help you ensure you're set up correctly, and guide you on how to use the system.

To get started, ensure the account admin email address is entered, below.