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What can we help you with?
Audience: Customer
Module: Getting Started
Time to complete: 5–10 minutes
Applies to: All plans
Quick answer
After your first login, you should complete your business setup, review your dashboard, and familiarise yourself with the core modules you’ll use daily.
Step-by-step
- Confirm your business details (name, country, currency).
- Review your main dashboard and performance overview.
- Identify which modules are most relevant to your business.
- Invite team members if you’re not working alone.
- Start with Strategy to define your goals and priorities.
What you should see
Once setup is complete, your dashboard will reflect your business context and selected modules.
Common mistakes
- Skipping setup steps and returning later
- Jumping into modules without defining strategy first
Best practice
Start with Strategy, then move into Marketing, CRM, Projects, and Finance. This ensures execution aligns with your goals.
Related articles
- How do I navigate the dashboard and modules?
- How do I invite team members and manage access?