Three things you should think about before you start
Three things to start which we think are critical [...]
Your First Sales
A simple process for creating your first sales can [...]
Sample data
There are several ways that sample data can be imported [...]
Connect your Accounts
When first using the system, it is strongly recommended that [...]
Multi step routing – Check List
Initial setup if you are using multistep routing. Multi [...]
Getting Started – Check List
Getting Started - Having first logged in to the [...]
