Onboarding Checklist

Onboarding Academy

Take a look at the basic 12-step checklist to kickstart your journey with Forefront CRM

Step 1-3: Sign up, Logging in and Completing Your Profile

Step 4: Email Integration

Step 4: Email Integration (GMail Integration Walkthrough)

Step 4: Email Integration (Custom Domain Email Walkthrough)

Step 5: Configure Pipeline and Stages

Step 6: Customize Lead Information fields

Step 7: Create Campaigns

Step 8: Import Existing Qualified Leads

Step 9: Integrate Lead Sources

Step 10: Set up Follow Up Sequences

Step 11: Invite Team Members

Step 12: Review and Test