Setup & Onboarding

Complete your setup to unlock the full power of Digital360.

Overall Progress33%

Brand

Set Digital360 identity, sender details, theme tokens, and portal presentation.

Completed

Edit

Workspace

Create the first client workspace, industry profile, timezone, and operating model.

Completed

Edit

Team

Invite admins, operators, sales users, billing users, and client viewers.

Completed

Manage

CRM import

Map contacts, companies, tags, lifecycle stages, and opportunity sources.

Import Progress

62%

1,250 of 2,000 records imported

In Progress

Continue

Integrations

Connect or stage Stripe, Twilio, email, calendar, Meta, GBP, Supabase, and OpenAI.

Pending

Connect

Campaign

Prepare the first launch funnel, campaign, follow-up sequence, and attribution route.

Pending

Connect

Automation

Activate speed-to-lead, missed-call, review request, and task routing workflows.

Pending

Create

Billing

Choose launch plan, usage limits, billing owner, invoice profile, and payment provider.

Pending

Set Up

Launch

Review readiness, domain settings, auth email, integrations, reporting, and client handoff.

Pending

Review

CRM import checklist

CRM lead · 18 min

Columns mapped

Capture the decision, validate it with the owner, and write an audit-ready setup note.

Duplicates reviewed

Capture the decision, validate it with the owner, and write an audit-ready setup note.

Lead scores initialized

Capture the decision, validate it with the owner, and write an audit-ready setup note.

Import approved

Capture the decision, validate it with the owner, and write an audit-ready setup note.

CRM import details

These fields are ready to connect to tenant-scoped persistence.