WRITTEN WALKTHROUGH
Complete the workflow step by step.
01
Confirm organization settings
Verify company identity, primary owner, timezone, working hours and the modules available to the subscription.
Why this mattersScheduling, email signatures and permissions depend on the correct organization settings.
SALES CRM
TOOL SHOWNCustomer workspaceSave activity
02
Create or review team roles
Keep owner access for trusted administrators and define sales, quoting or field permissions for other users.
Why this mattersEmployees should see only the customer and project data required for their work.
SALES CRM
TOOL SHOWNCustomer workspaceSave activity
03
Add the first customer
Enter the customer name, email, phone, service address, lead source and project interest.
Why this mattersPhone, email and map actions become available directly from the customer record.
SALES CRM
TOOL SHOWNCustomer & projectSave customer record
04
Choose the sales stage
Set the customer to New Lead, Contacted, Qualified, Proposal, Approved, Scheduled or the appropriate company stage.
Why this mattersThe pipeline summarizes what is happening without opening every record.
SALES CRM
TOOL SHOWNCustomer workspaceSave activity
05
Schedule the next action
Create a call, email, meeting or task with a real date, time, owner and note.
Why this mattersA CRM becomes useful when every active opportunity has a visible next action.
SALES CRM
TOOL SHOWNCustomer workspaceSave activity
COMPLETION CHECK
Confirm the result before moving on.
- Company timezone is correct
- User permissions match responsibility
- Customer phone, email and map actions work
- Next action appears in follow-ups and calendar