BUSINESS

Tenant Setup

Use this guided page to finish onboarding, approve people and content, and return later to update this business.

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GUIDED ONBOARDING

Setup progress

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Complete the three required steps to remove the setup reminder. Recommended steps prepare the full CRM workspace.

    1. Company identity and email signatureNeeds review
    2. Canned emailsNeeds review

    Add reusable text to this tenant's email template library.

    Open full Email & Text Replies editor
    3. Terms and agreement textNeeds review
    Open invoice and agreement designer
    4. FormsNeeds review
    Open full Form Designer
    5. Business media and logoNeeds review

    Upload the logo, photos, PDFs, audio, video, and approved content for this tenant.

    Open Media Library and upload files
    6. Products and starter recordsNeeds review

    New tenants start with records clearly marked SAMPLE. Replace them when the business is ready.

    Open Product Catalog
    7. Users, invitations & approvalsLoading
    Invite people and approve accessReview submitted content
    8. Gmail, Google & TwilioOptional

    Use this tenant's Gmail and Twilio accounts, or a platform-managed service assigned by the main owner. Credentials remain tenant-scoped.

    Open Google and Twilio connections