1CRM 8.5 QuickStart Checklist

This single page 1CRM 8.5 QuickStart Checklist is a handy list organized to help you check off the sequence of steps to follow when implementing 1CRM. While the Implementation Guide below is organized as a reference guide, this checklist provides a directed sequence of actions required for the initial task of implementing the CRM, including creating the users, importing data, defining roles and teams, configuring user preferences, and customizing the system to better fit your business.

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