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Beginner 10 min Read
Complete Beginner’s Guide to CRM
Everything you need to know about setting up your first workspace.
Overview
This guide covers specific steps to help you master this feature. Follow the instructions below to get started.
Setting up a CRM is the first step toward business organization. Start by importing your contacts from CSV files. Next, define your custom fields to match your business needs. Finally, invite your team members and assign roles. A clean database is the foundation of successful sales.
What's Next?
- Verify your settings in the dashboard.
- Run a test with a dummy contact.
- Invite your team to collaborate.
