Start Here: 01. Welcome & Initial Steps

ABOUT THIS LESSON:

Welcome to CRM Done Better!

Congratulations ! You have one of the most powerful CRMs now at your fingertips.

When you are first jumping into a new software, it can be a little overwhelming, and even more so if you've never used any type of CRM before...

But don't worry!

CRM Done Better has the best ratio of "amazing features" to"easiest learning curve" of any other CRM system out there, so you're in the right place.

A key tip: Focus on the essentials first. While this software offers a wealth of features, mastering only 10-20% can significantly level-up your business! So, take a deep breath,

and let's dive into the basics to get you started!

Remember to only focus on what you need to know now...

If you ever get stuck, first and foremost remember that we are here for you!

If you find yourself needing help, the How to ask for help page is your go-to resource for how to get the most out of the support available to you.

Also realize that the best way to learn a new software is to explore and experiment.

Go take a drive, check things out and just start clicking buttons!

See what is what and where to start getting a base awareness of the powerful software that you now have access to.

Don't ever get overwhelmed, and remember that mastering a few key aspects can revolutionize your business and life!

Congratulations on your new journey!

Sincerely,

The CRM Done Better Team

USER DETAILS:

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Email -

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WELCOME !

Below Is Your Onboarding Progress:

Onboard Progress...
*YOU'LL BE PROMPTED TO COMPLETE AN ONBOARDING CALL ONCE COMPLETING ALL VIDEOS
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