| Congratulation! You have taken a great step towards growing your business and we are very excited to be part of your journey. |
| Here is a quick guide to get you started |
| Below are few tasks you can perform to get oriented with the tool. |
| Feel free to book a slot if you need help with setting up or have questions. |
| 1) Verify your email address (You will receive a separate email with a link to verify the email address. Please check the Spam folder if you don't see it. ) |
| 2) Create a new contact. |
| 3) Create a new lead and add a note or an appointment. |
| 4) Click on 'Customize Stages' and update the view to match with your process. |
| 5) Create a quote and send it to yourself ( or your friend ) |
| 6) Create a booking and add a note or an appointment. |
| 7) Delete placeholder data |
|
| Sign In |
| Need Help? Book a Slot |
| Note: Please do not reply to this message. The email cannot accept any incoming email. |
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