First 24 Hours Checklist

Welcome to your Deposyt CRM! During your first 24 hours, follow this quick checklist to set up your workspace, organize your contacts, and start managing leads effectively.

 

Step 1: Access Your Dashboard

Log in to Your CRM Account
Access your account and explore the main dashboard to get an overview of your workspace.

Familiarize Yourself With the Navigation
Review the main sections such as Dashboard, Contacts, Pipelines, Campaigns, and Settings.

Step 2: Complete Basic Account Setup

Update Your Business Profile
Add your company name, contact information, and other basic details.

Configure User Settings
Set your preferred notifications, timezone, and other account preferences.

Invite Your Team Members
Add team members who will help manage leads, customers, or campaigns.

Step 3: Import or Add Contacts

Import Your Existing Contacts
Upload contacts through CSV or other supported integrations.

Manually Add a Contact
Create a test contact to see how contact management works inside the CRM.

Organize Contacts With Tags or Lists
Add tags or assign contacts to lists to keep them organized.

 Step 4: Set Up Your Sales Pipeline

Create or Review Pipeline Stages
Set up stages that represent your sales process (e.g., New Lead, Contacted, Qualified, Closed).

Add a Sample Deal or Opportunity
Create a sample opportunity to understand how deals move through the pipeline.

 Step 5: Test Communication Tools

Send a Test Email or SMS
Try sending a message to confirm your communication tools are working.

Create a Follow-Up Task
Schedule a reminder or task for a contact.

Step 6: Explore Automation and Campaigns

Create Your First Campaign
Set up a basic email or SMS campaign.

  Review Automation Options
Explore available automation features for lead nurturing and follow-ups.

Final Check Before You Finish

Review Your Dashboard Metrics
Check how contacts, deals, and tasks appear in your dashboard.

Explore Additional Features
Take a few minutes to review other modules that may help your workflow.