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What is CheckList ?

It is the list of general steps that admin users should follow when they first open the account.

CheckList Display

The list can be viewed by clicking the quick help button that appears as a question mark icon on the FowCRM Home page.

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Home > Quick Help > CheckList

CheckList Steps

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1. Invite Your Colleagues

More info on User Operations->

2. Establish Team Structure

More info about Teams->

3. Import Your Data

More info on Import->

4. Confirm Your Email Address

More information about Defining Mail Address->

5. Make your customizations

More info on Customizations->

6. Visit FowDocs