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

Workspace

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

In Progress

Team

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

Completed

CRM import

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

Pending

Integrations

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

Pending

Campaign

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

Pending

Automation

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

Pending

Billing

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

Pending

Launch

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

Pending

Workspace checklist

Implementation lead · 10 min

Client workspace created

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

Pipeline template selected

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

Dashboard baseline enabled

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

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