CRM Setup Guide
Step-by-step instructions to configure your CRM system.
Initial Configuration
Follow these steps to set up your CRM for the first time:
1. Configure Your Pipeline
Set up your sales stages to match your business process. Navigate to Settings > Pipeline and define stages like Lead, Qualified, Proposal, Negotiation, and Closed.
2. Import Your Contacts
Upload your existing contacts via CSV or connect to your email provider. We support Gmail, Outlook, and custom imports.
3. Set Up Team Members
Invite your team and assign roles. Each member can have different permissions based on their responsibilities.