Skip to main content

CheckList

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.

-- Image will be added

Home > Quick Help > CheckList

CheckList Steps​

-- Image will be added

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