Foundational Setup Essentials

Begin your journey with Metanow CRM by mastering the core functionalities. This guide provides a clear path to get your system up and running efficiently. Below are the key articles to guide you through the initial setup process, from managing contacts to launching your first campaign.

Getting Started Checklist:

• Create a New Contact
• Import Existing Contacts
• Launch a Funnel
• Setup Email, Phone, and SMS
• Launch an Email Campaign
• Configure Automatic Email and SMS Follow-ups
• Setup a Booking Calendar
• Establish Pipelines and Opportunities
• Utilize Launchpad Contextual In-App Nudges

By following these guides, you will build a solid foundation for using Metanow CRM to its full potential, enabling you to streamline your workflows and enhance your marketing efforts.