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Initial Setup Checklist

Goal: Walk through every configuration step required before agents can work leads — in the right order. Who does this: Admin / Owner Before you start: You need admin-level access to Settings, TR Settings, HR, and Leads → Admin Settings. Complete these phases in order — later phases reference configuration created in earlier ones.

Steps​

Do these phases in order. Each one unlocks the next.

Phase 1 — Company identity​

  1. Admin / Owner Set company information. Go to Settings → Company Info and fill in the legal entity name, registration number, registered address, phone, email, website, and tax ID. These details appear on invoices, emails, and legal documents. See General Settings.

  2. Admin / Owner Create your brand project. Go to Settings → Projects → Add Project. Enter the project name, domain, logo, default language, and status. If you operate multiple brands, create one project per brand. See General Settings.

  3. Admin / Owner Configure payment information. Go to Settings → Payment Info and add bank accounts (bank name, account number, SWIFT/IBAN, currency, purpose). Set up any third-party payment processor credentials (gateway name, API keys, supported methods). See General Settings.

Phase 2 — Reference data & email​

  1. Admin / Owner Enable currencies, countries, and languages. Go to TR Settings → Currencies, Countries, and Languages. Enable every currency, country, and language your platform will support. Restricted countries will be blocked from registration. See TR Settings.

  2. Admin / Owner Configure email sending. Go to TR Settings → Email Configurations. Select your SMTP provider (SendGrid, AWS SES, or custom SMTP), enter credentials, set the From Name and From Email, then send a test email to verify delivery. See TR Settings.

  3. Admin / Owner Review email templates. Go to TR Settings → Templates and check the default templates for Registration, transactions, and notifications. Edit subject lines and body content to match your brand voice. See TR Settings.

Phase 3 — Sales process setup​

  1. Admin / Owner Set up the sales pipeline. Hand off to your sales manager (or complete this yourself) — create lead sources, lead pools, lead stages, lead tags, and call tags. See Set Up Your Sales Process.

  2. Admin / Owner Configure lead scoring and auto-assign plans. Go to Settings → Lead Scoring and set score weights and band labels. Then go to Settings → Auto-Assign Plans → Create Plan to configure how leads are distributed to agents. See General Settings.

  3. Admin / Owner Configure resolution options for leads. Set up resolution types and complaint resolutions needed before agents can resolve complaints on lead profiles. See TR Settings.

Phase 4 — Staff & permissions​

  1. Admin / Owner Create permission groups and add staff. Define permission groups in HR → Admin Settings → Permission Groups, then add employees. See Permissions & Roles and Onboard Staff & Manage HR.

Phase 5 — Branding​

  1. Admin / Owner Set up branding and portal appearance. Configure logo, colors, login theme, dashboard layout, and theme variant. See Branding Configuration.

What happens next​

Once all phases are complete, your CRM is ready for live operations. Verify end-to-end by having an agent create a test lead and work it through the pipeline.

To confirm readiness:

  • An agent can create a lead and move it through stages.
  • Permission groups gate what each role can see and do.
  • Automated emails are delivered for the events you configured.