Step-by-step guide
CRM guide
CRM is in setup mode until real tenant data, provider sync, consent rules, permissions, and audit logging are connected.
Video walkthrough
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1
Open CRM setup screens
Current CRM pages show locked/setup states rather than invented leads, revenue, calls, or pipeline metrics.
2
Plan source fields
A production lead should include consent-safe name, email, phone, source, campaign, landing page, form, booking, and status fields.
3
Separate roles
Agency owners, editors, client viewers, and approvers need different CRM permissions before live data is exposed.
4
Connect follow-up safely
Email/SMS/WhatsApp follow-up must respect consent, unsubscribe, audit logs, and official sender rules.
5
Use reports after data exists
Lead quality reports should be generated only after real CRM records and provider attribution are connected.
Before you continue
Use this guide with a real workspace open.
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