The 'First Time Setup' tab is designed to help you with your initial Setup of improveit 360 allowing you to enter your Product Categories and Staff members in one place.
Not all of the necessary Setup steps are available in the First Time Setup section, see the following chapters to complete your Setup.
First Time Setup
Click on the First Time Setup tab.
The first page that will appear is the 'System Integrity Check', this checks your system and makes sure that any custom changes made are in place correctly.
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Once the check is complete, the next page allows you to enter your Product Categories. Product Categories are the general products your Prospects are interested in purchasing such as Windows, Doors or Siding. These are not the individual products you offer but rather the broad category. Enter your Product Categories and click 'Add!', add as many Product Categories as you need. Click the 'x' next to any Product Category you would like to delete.
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Click 'Done. What's next?'.
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The next page will allow you to enter any Staff members not already in your system. Review the list of existing Staff and add anyone that is not on the list by adding their first, last name and email address and click 'Add!'. You can add multiple Staff members on this page with ease. Click the 'x' next to any Staff if you would like to delete them from your system. |
Click 'OK, let's continue!'.
