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Getting Started

Plan a manageable first rollout around your business workflow.

This guide explains concepts and example workflows. Available settings, integrations and steps depend on your plan, configuration and current product release.

Before you start

Identify your lead sources, communication channels, team responsibilities, follow-up process and repetitive work. Start with the business process rather than the software.

Set up your environment

Depending on your plan, configure business information, users, departments, access and relevant products. Begin with the work that takes the most manual effort.

  • Define owners for sales, support and operations
  • Add only the users and modules you need first
  • Review applicable channel and integration requirements

First workflow

Try a simple lead-handling process and test the outcome before expanding it.

New leadCreate or update contactAssign ownerAppropriate communicationFollow-up taskTrack status
Introduction to VeblikaSet Up Your Business

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