Your Daily Dashboard Onboarding
Everything you need to get up and running in under an hour.
Whether you’re getting organised, attracting new customers or growing sales, we’ll guide you every step of the way.
What would you like to learn?
Click on a topic below and learn at your own pace with our bite-sized videos.
Daily Dashboard Quick Start
Start with these bite-sized videos to learn the essentials. Looking for something specific? Checkout our FAQ’s for quick answers and step-by-step guides.
Quick Start Guide
Everything you need to manage your customers and stay organised every day.
(5 mins)
Import Your Contacts
Get your contacts into popcorn and start building your customer database
(5 mins)
Organise your Contacts
Keep all your customer information, conversations and activity together in one place.
(5 mins)
Manage your customer journey
Track every customer from first enquiry through to becoming a happy customer.
(x mins)
Stay on top of every Follow-Up
Use reminders and tasks to stay organised and never miss an opportunity
(3 mins)
Getting help and support
Discover all the ways our friendly UK support team can help you succeed.
(2 mins)
Build Your First Pipeline
If you are a ‘Sales‘ or ‘Marketing’ user, the Campaign folders will be where you can set up all your Automations, Email Marketing, Prospecting, and other stuff to help you convert more sales, faster. More details on this will be covered in the second Onboarding session that you will receive in a few days.
Visit our marketing and sales onboarding
Visit our marketing onboarding page.
Visit our sales onboarding page.
