add-circle-bold add-circle add-square add alarm-bell-1 alert-diamond analytics-pie-2 archive archive arrow-down-1 arrow-down-2 arrow-left-1 arrow-right-1 arrow-up-1 attachment-1 bin-paper-1 book-star button-record check-1 check-circle-1 close close-quote close cog-1 cog common-file-stack copy-paste credit-card-1 diagram-fall-down disable time-clock-midnight download-thick-bottom drawer-send envelope-letter envelope-letter expand-6 expand-6 file-code filter-1 floppy-disk flying-insect-honey folder-file-1 headphones-customer-support hierarchy-9 hyperlink-2 information-circle keyboard-arrow-down keyboard-arrow-up layout-module-1 list-bullets lock-2 lock-unlock-1 love-it messages-bubble-square move-to-top multiple-circle multiple-neutral-1 multiple-users-1 navigation-menu-horizontal navigation-menu network-browser open-quote pencil-1 pencil-write pencil-1 print-text rating-star rating-star remove-circle remove-square-1 search send-email-1 shield-warning single-neutral-actions single-neutral smiley-sad-1 smiley-unhappy smiley-indifferent smiley-smile-1_1 smiley-happy smiley-sad-1 smiley-unhappy smiley-indifferent smiley-happy smiley-thrilled social-media-twitter synchronize-arrows-1 tags-double ticket-1 ticket-1 time-clock-circle undo view-1 view-off view wench

1CRM 8.5 QuickStart Checklist

This single page 1CRM 8.5 QuickStart Checklist is a handy list organized to help you check off the sequence of steps to follow when implementing 1CRM. While the Implementation Guide below is organized as a reference guide, this checklist provides a directed sequence of actions required for the initial task of implementing the CRM, including creating the users, importing data, defining roles and teams, configuring user preferences, and customizing the system to better fit your business.

Download Checklist »