Onboarding
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Workspace Setup Order
Set up branding, access, products, orders, and portal workflows in the right order before wider rollout.
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Common Starting Points
Set up branding, access, products, orders, and portal workflows in the right order before wider rollout.
Review plan, billing, setup, and workspace controls that affect access, provisioning, and SaaS administration.
Create customer accounts cleanly so ownership, portal access, orders, and reporting all attach to the right record.
Use customer groups to drive pricing, filtering, portal visibility, and campaign targeting across the workspace.
Add contacts with the right email, portal role, and customer linkage so communication and access stay clean.
Work leads from list view or Kanban, set reminders, and keep follow-up activity tied to the right owner and stage.
Workflow
Start with branding, access, products, documents, and portal setup in the right launch order.
Workflow
Use these guides for customer records, follow-up work, direct messaging, and rep activity.
Workflow
Build lists, templates, campaigns, and outreach reporting without mixing CRM messaging into marketing sends.
Workflow
Manage catalog structure, product setup, discount rules, and shop-facing pricing from one product workflow.
Workflow
Run intake, support, automations, assets, travel, and scheduling from one operational help track.
Category
Set up branding, access, products, orders, and portal workflows in the right order before wider rollout.
Category
Create customer accounts cleanly so ownership, portal access, orders, and reporting all attach to the right record.
Use customer groups to drive pricing, filtering, portal visibility, and campaign targeting across the workspace.
Add contacts with the right email, portal role, and customer linkage so communication and access stay clean.
Work leads from list view or Kanban, set reminders, and keep follow-up activity tied to the right owner and stage.
Use CRM email templates for direct messaging and saved replies without confusing them with campaign-builder layouts.
Review sent-message history so teams can see what already went out before sending more manual outreach.
Category
Review inbound order messages and parser output before they become live purchase-order records.
Plan sales travel from the map, review plotted accounts and leads, and add stops to new or existing trips.
Category
Run estimates, purchase orders, and invoices as one workflow with cleaner pricing, status, and billing handoff.
Category
Keep the catalog clean with the right category structure, pricing, inventory settings, and product detail habits.
Understand admin-managed discount rules, SKU-level pricing controls, and how discounts resolve on live orders.
Use product attributes to power useful shop filters without polluting products with vague or irrelevant values.
Use the catalog as the browseable product layer instead of confusing it with raw product maintenance screens.
Category
Build reusable marketing audiences that keep campaign targeting cleaner than one-off manual recipient selection.
Maintain reusable campaign layouts so marketing sends stay consistent without rebuilding structure every time.
Build campaigns from the right audience, sender, and template flow so scheduling and reporting stay predictable.
Category
Show customers how portal-side estimates, invoices, payments, and billing history are meant to be used.
Prepare suggested carts for dealers, send them for review, and let customers act from the shop experience.
Control customer portal access and explain what each tab does once a customer is inside the portal.
Category
Work support tickets as an operational queue with cleaner ownership, replies, and escalation habits.
Category
Use task queues, task detail views, and reminders to keep operational follow-up visible and assigned.
Monitor recurring jobs and background workflows so automation problems stay visible and actionable.
Use the permission-aware assistant for reporting questions, product lookups, and draft operational work.
Manage events, appointment types, and calendar-based scheduling without losing follow-up accountability.
Track internal assets, loaned gear, and asset assignment activity from one operational workspace.
Track travel and itinerary planning in one place so trips stay tied to the rest of the operational workflow.
Category
Use reporting and SKU gap analysis to understand performance, find whitespace, and support rep follow-up.
Category
Set roles, admin access, and staff permissions so people can do their jobs without exposing the wrong tools.
Review plan, billing, setup, and workspace controls that affect access, provisioning, and SaaS administration.
Use Setup as the admin control center for workspace-wide defaults, messaging, portal behavior, imports, and menus.
Use Setup Security to manage workspace-level access guardrails and login protection defaults.
Manage system-level template content separately from campaign templates and direct CRM email templates.
Control migration defaults and import behavior before bulk data creates cleanup work everywhere.
Configure internal and portal navigation so users only see the sections they actually need.
Keep shared classification labels controlled so segmentation, filtering, and reporting do not drift.
Add custom fields carefully so extra data stays useful instead of becoming long-term clutter.
Category
Control the workspace name, portal visuals, login screens, and white-label presentation customers actually see.
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These guides are public. Customer records, orders, pricing, and private workspace tools still require the right login.