Setup Wizard

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 10 - 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 10 - 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 QuickBooks integration is available only with the Unlimited version. 

Initial Setup - Step 5 of 10 - MailChimp Integration

Click Enable QB Integration checkbox

**Please note that Mailchimp is available only with the Unlimited version. 

Initial Setup - Step 6 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 8 of 10 - 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 9 of 10 - 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 10 of 10 - Import - Leads

Here you are presented with the different CRMs and Email clients that you can import leads from.

Select as applicable.