Setting Up Your CRM for Success

The Perfect CRM Setup

Follow this checklist to set up SalesFury for maximum effectiveness.

✅ Day 1: Foundation

1. Update company name and details in Settings
2. Create your sales pipeline with appropriate stages
3. Import your existing contacts via CSV
4. Customize your lead capture page

✅ Day 2: Team Setup

1. Invite your team members
2. Create teams and assign members
3. Set appropriate roles (Admin/Manager/Member)
4. Share the knowledge base with your team

✅ Day 3: Communication

1. Set up Twilio for SMS (if using)
2. Create email templates for common messages
3. Set up at least one email sequence
4. Configure webhooks for your tools (Slack, Zapier, etc.)

✅ Day 4: Customization

1. Add custom fields for your business-specific data
2. Create tags for contact segmentation
3. Set up saved views for your team
4. Customize lead capture page branding

✅ Week 2: Optimize

1. Review dashboard KPIs daily
2. Run the duplicate checker
3. Check the leaderboard and team reports
4. Refine pipeline stages based on your actual process