This article outlines the key steps required for a smooth and successful onboarding experience with our CRM. Whether you're just getting started or revisiting your setup, these actions are essential to ensure everything is configured correctly and ready for use. Use this checklist to track your progress, confirm what's already been completed, and identify any remaining tasks that need attention.
Branches
- Have you provided the names and addresses of all the branches you'd like set up in your CRM?
Users
- Have you filled in the user details on the spreadsheet provided by your Onboarding Specialist?
- Have you returned the completed spreadsheet?
Data Migration
- Have you requested a data extract from your current CRM provider?
- If the file was too large to send by email, did you let your Onboarding Specialist know so they could provide a secure upload link?
Letters & Documents
- Have you decided whether to use the Dutton Gregory legal document templates or your own?
- If using your own, have you sent over all letters, contracts, and agreements to be uploaded to the system?
Property Portals (Rightmove, Zoopla, OnTheMarket)
- Have you used the template provided to contact each portal and copied in your Onboarding Specialist?
Website Integration
- Have you introduced your website provider to your Onboarding Specialist so they can coordinate integration directly?
Email Configuration (Outlook)
- Have you introduced your IT team to your Onboarding Specialist to begin setting up app passwords for each Outlook email account (required for two-factor authentication)?
- Have you organised time with your onboarding specialist to set up an SMTP relay account with one of our approved 3rd party providers so your emails successfully send from the CRM?
DocuSign Integration (Optional)
- Have you decided whether to integrate DocuSign with your CRM?
- If so, have you purchased a DocuSign Business Pro account and sent the login credentials to your Onboarding Specialist to begin setup?
- Are you aware that the DocuSign integration process can take some time due to the custom API setup?
Training
- Has your dedicated Trainer been in touch to arrange sessions for your Sales, Lettings, and Accounts teams?
- Have you agreed training dates in line with your go-live plan?
Accounts Go-Live
- Have you confirmed your preferred go-live date for Accounts with your Onboarding Specialist?
Automations
- Has your Onboarding Specialist scheduled a session with you to review the available CRM automations?
- Have you identified which automations you’d like to activate?
Need Help?
If you’re unsure about any of the steps above or need further assistance, your Onboarding Specialist is here to help, just reach out to them directly.
If you are no longer in onboarding, you can use the live chat feature, raise a ticket in the Help Centre, or call the Software Support team on 01865 860 870.