Checklists & Templates

Go-Live Checklist

The Go-Live checklist takes you through the must-do steps to efficiently set up your business’s essentials before moving on to CRM.COM’s set up so you can go live.

 

 

 

 

 

 

 

 

 

 

 

 

 

Additional settings to complete the basic setup for a solution based on Identity Managements and 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.

 

 

 

 

 

 

 

 

 

 

 

 

 

Additional settings to complete a Subscriptions & Commerce solution.

 

Looking for labels? They can now be found in the details panel on the floating action bar.

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