Congratulations on choosing RocketPlan CRM for your business needs! This guide will help you set up your account and get started.
Step 1: Initial Setup
1. Login to Your Account
- Use your email and password to log in.
2. Complete Your Profile
- Navigate to the "Profile" section.
- Fill in additional details such as your business name, address, and phone number.
3. Set Up Your Company Settings
- Go to "Settings."
- Configure your company preferences including currency, time zone, and language.
Step 2: Importing Data
1. Prepare Your Data
- Gather your existing client and contact information in a CSV format.
2. Import Contacts
- Go to the "Contacts" section.
- Click on "Import" and upload your CSV file.
- Map the fields to ensure everything aligns correctly.
3. Confirm Import
- Review the imported data for accuracy and make any necessary adjustments.
Step 3: Customization
1. Customize Fields
- Access the "Custom Fields" option to tailor the CRM to your business needs.
- Add or modify fields to capture specific information about your clients.
2. Set Up Pipelines
- Navigate to the "Pipelines" section.
- Create custom sales stages that reflect your sales process.
Step 4: Integration
1. Connect Other Applications
- Go to the "Integrations" tab.
- Select other tools you use (like email, calendar, or project management) and follow the prompts to connect them.
2. Sync Data
- Ensure that data between RocketPlan CRM and your other applications is syncing correctly.
Step 5: Training and Support
1. Explore Tutorials
- Access the tutorial section for guides and documentation.
- Familiarize yourself with the features and functionalities of RocketPlan CRM.
Step 6: Start Using Your CRM
1. Add New Contacts
- Begin adding new contacts manually or through the import feature as you grow your client base.
2. Track Interactions
- Utilize the "Notes" and "Tasks" features to keep track of client interactions.
3. Monitor Performance
- Use the dashboard to monitor your sales performance and client engagement.
Congratulations! You are now set up and ready to use RocketPlan CRM to manage your client relationships effectively. Enjoy exploring the platform!