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6 min readBasicAdmin

Setting up your company (owners & admins)

The wizard that sets up the company from scratch: details, branding, team, lead sources and a test lead.

On the owner's first sign-in, "Set up your company" opens. Progress is saved — stop and come back anytime.

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Steps

  1. 01

    The steps

    Welcome → Your account (required) → Company details → Branding → Team → Lead sources → Lead routing → Tools → Import leads → Test lead → Launch.

    Tip: Not urgent? I'll do it later.
  2. 02

    Test lead — don't skip

    Sends a dummy lead and shows how it arrives, who gets it and how the card looks.

  3. 03

    Launch

    Open my CRM. Left halfway? A "Finish setting up ..." banner offers Continue setup.