WELCOME TO SCALE CRM

THIS ONBOARDING WILL HELP YOU LEARN, NAVIGATE AND GAIN CONFIDENCE USING SCALE

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Download Our Best Practice Handbook

Please watch each video prior to your first onboarding call.

THE BASICS

EMAIL & PHONE NUMBER SET-UP

DNS EXPLAINED PDF

SEND YOUR FIRST BROADCAST (EMAIL OR SMS TEXT)

ADD STAFF (USERS)

CALENDAR SET-UP

ABOUT THE SITE BUILDER (FUNNELS & WEBSITES)

ADD YOUR DOMAIN

GET THE MOBILE APP

TOUR THE MOBILE APP

CONGRATULATIONS!

You have completed the basic set-up of Scale CRM. During your on-boarding session, you will continue set-up and learn more about the advanced features of the system.