First steps walkthrough

What to do after completing your account setup and onboarding.

Congratulations!

You've successfully set up your account and completed onboarding. Here's what to do next to start managing your business effectively.

Tutorial walkthrough (optional)

When you first access the dashboard, you may see a tutorial overlay:

• Take the tour for a guided introduction to key features
• Skip tutorial if you prefer to explore on your own
• You can restart the tutorial anytime from Settings

Quick wins - Start here

Complete these tasks to get immediate value:

1. Add your first client

• Go to Clients and click Add New
• Enter contact details and company information
• This unlocks project and invoice creation

2. Create a lead form

• Visit Lead Forms and build your first capture form
• Customize styling with your brand colors
• Publish and share to start collecting prospects

3. Set up integrations

• Connect Google Calendar for seamless scheduling
• Link Zoho Books for automated accounting (if applicable)
• Enable any other tools your business uses

Explore key features

Take time to familiarize yourself with core modules:

• Leads – Manage your sales pipeline with Kanban view
• Projects – Track progress with Gantt charts and task boards
• Finance – Handle invoices, expenses, and transactions
• Reports – Monitor business performance and metrics

Customize your workspace

Make the platform work for your needs:

• Update company branding in settings
• Invite team members if you work with others
• Configure notification preferences
• Set up your calendar integration

Get help when needed

Resources available to you:

• Knowledge base – searchable help articles
• Tutorial overlay – contextual tips
• Support team – contact us with questions

Next milestones

As you grow more comfortable:

1. Convert your first lead to a client

2. Create a proposal for a potential project

3. Send your first invoice through the platform

4. Generate reports to track business growth