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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. ONBOARDING CALLS: THERE ARE TWO CALLS INVOLVED IN THIS PROCESS.



The first is a tech call to guide you through the technical setup of the CRM.

On that call, our team will then help you schedule the training session, which
covers the most important features of your CRM. These calls will assist you in
getting set up with the CRM and learning how to use it on a day-to-day basis.



START NOW



LET'S GET YOUR CRM SET UP


YOU'LL BE BRINGING IN NEW LEADS IN NO TIME!




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