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lm_setup_checklist [2018/07/06 00:57]
brittany
lm_setup_checklist [2018/07/06 16:03] (current)
brittany
Line 1: Line 1:
 +=====CRM Setup Checklist=====
 +After a company or new user is created, a setup checklist popup will appear when logged in.
  
 +{{::​lmsetupchecklist1.jpg?​600|}}
 +
 +If you need more information on how to do a certain step, you can click the "​More"​ button on the right of each step. There you will be able to go to our doc on that subject by clicking on "See our docs"​. ​
 +
 +{{::​lmchecklist1_2.jpg?​700|}}
 +
 +You can use this to keep track of what you need to do. If you navigate away from the checklist, you can find it in the "​Settings"​ tab. There will be a "Setup Checklist"​ subtab. ​
 +
 +{{::​lmsetupchecklist2.jpg?​700|}}
lm_setup_checklist.txt ยท Last modified: 2018/07/06 16:03 by brittany