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Guide
CRM Setup Checklist
12 min read
Template
Pipeline Stage Map
Download
Video
Import Contacts
7 min watch
Workflow
Lead Follow-Up Flow
Automation
Resource AI
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Learning Paths

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CRM Path

Build a clean revenue database.

Organize contacts, lead sources, tags, opportunity stages, and ownership rules before adding automation.

Import contacts and verify fields
Map lead stages and owners
Activate pipeline tracking
CRM path progress
Contacts86%
Pipeline72%
Field mappingDone
Lead source cleanupDone
Automation Path

Make every lead response automatic.

Workflows to respond faster, route leads, trigger SMS/email follow-ups, and notify the right team member.

Create intake trigger
Configure SMS/email timing
Test assignment and reminders
Automation path progress
Trigger logic94%
Nurture sequence68%
SMS fallbackReady
Owner notificationReady
AI Path

Prepare AI to answer and qualify correctly.

Build the knowledge base, tone rules, qualification questions, handoff conditions, and calendar logic.

Upload FAQs and offers
Define handoff rules
Test chatbot responses
AI path progress
Knowledge base78%
Qualification logic83%
Escalation rulesReady
Calendar handoffReady
Next Step

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working systems.

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