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Onboarding and workspace setup
Prepare the workspace, team, services, and sales context
Onboarding establishes the agency identity, team access, communication services, calendars, sales context, and other settings used by daily CRM work
What this workspace includes
- Agency and branding
- Team and client access
- Email, calendar, and phone setup
- Ideal client and agent training
Complete workflow
- 1
Confirm agency details
Review the workspace identity
- 2
Invite the team
Assign appropriate roles and client scope
- 3
Connect services
Set up email, calendar, phone, and payments as needed
- 4
Add sales context
Complete Ideal Client Profile and Agent Training
How records and settings behave
- Setup choices apply to the workspace scope shown
- Connected services become available in related tools
- Instructions influence future assisted work
Working effectively
- Complete core setup before importing records
- Test each communication service
- Review access with team leads
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Onboarding and workspace setup?
Review the workspace identity
When is my work saved?
Setup choices apply to the workspace scope shown
How do I confirm the result?
Return to the related list or detail view and review its current status. Instructions influence future assisted work