Getting Started & Company Setup
Navigating the CRM
A quick guided lap around every main section of the CRM so you always know where to find things.
Updated Jul 8, 2026
video · navigation · getting-started
Navigating the CRM
A quick guided lap around every main section of the CRM so you always know where to find things.
What this video covers
- What each sidebar section is for
- How Leads, Estimates, Jobs, and Dispatch connect
- Where settings and reports live
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