CRM & Sales Platform

CRM onboarding checklist

A practical first-week checklist for teams activating the CRM & Sales Platform.

Jun 12, 2026

Practical guidance

Use this checklist after your purchase is verified:

1. Confirm user roles and team ownership
2. Import existing leads and customers
3. Configure pipeline stages and required fields
4. Enable reminder rules for follow-ups
5. Review dashboard views with managers

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