Checklists & Templates
Go-Live Checklist
The Go-Live checklist takes you through the must-do steps to efficiently set up the fundamentals of your business before moving on to CRM.COM’s set up so you can go live.
Additional settings to complete the basic setup for an eWallets & Promotions solution.
The Go-Live Checklist takes you through the basic steps required from Business sign up to going live.
Continue by going through one, or even both, of our “Get started on checklists” depending on your business’s main flows.
Refer to this checklist if you are a Merchant or Service Provider collaborating with the Business. (depending on the Business’s model and terms)
If you are a Subscription business, export and complete this Template, and return it to us, so that we may understand your business needs and assist with your setup process.