Foundational Setup

This guide provides a list of essential articles to help you get started with the foundational features of Metanow CRM.

• Creating New Contacts
• Importing Existing Contacts
• Launching a Funnel
• Setting Up Email, Phone, and SMS
• Launching an Email Campaign
• Automating Email and SMS Follow-ups
• Setting Up a Booking Calendar
• Setting Up Pipelines and Opportunities
• Using Launchpad Contextual In-App Nudges