When you first login to your iEnterprise CRM instance, you will be presented with a wizard that will help you start with using the application.
Skip a step by clicking on button Next Step.
Go back a step by clicking on Previous Step .
Click Submit to save entries to a page.
After closing the wizard, you may go back to the last step you did:
Click Dashboard and click on Open Setup Wizard button.
The iCRM Setup Wizard
Initial Setup - Step 1 of
710 - System Settings
Company Information
Name
Address
Phone numbers
Website
Default Settings
Currency
Language
Timezone
Name and Date Format
Logo - Attach logo
Initial Setup - Step 2 of
710 - Email Integration
Click Enable Email Integration checkbox
Click Automatically Sync Emails to iEnterprise CRM checkbox (if desired)
Initial Setup - Step 3 of 10 - Calendar Integration
Click Enable Calendar Integration checkbox
Initial Setup - Step 4 of 10 - QuickBooks Integration
Click Enable QB Integration checkbox
**Please note that Mailchimp QuickBooks integration is available only with the Unlimited version.
Initial Setup - Step
35 of
710 - MailChimp Integration
Click Enable QB Integration checkbox
**Please note that Mailchimp is available only with the Unlimited version.
Initial Setup - Step
4 of 76 of 10 - Jira Integration
Click Enable Jira Integration checkbox
**Please note that Jira Integration is available only with the Unlimited version.
Initial Setup - Step 7 of 10 - Enable Subscriptions
Click Enable Auto-creation of Subscription record from Won opportunity
**Please note that Subscription is available only with the Unlimited version.
Initial Setup - Step
58 of
710 - Import - Accounts
Here you are presented with the different CRMs and Accounting App that you can import account from.
Select as applicable.
Initial Setup - Step
69 of
710 - Import - Contacts
Here you are presented with the different CRMs and Email clients that you can import contacts from.
Select as applicable.
Initial Setup - Step
710 of
710 - Import - Leads
Here you are presented with the different CRMs and Email clients that you can import leads from.
Select as applicable.
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