🗓 Week 1
Account & System Setup
Milestones
- Add Users and create Teams
- Connect Gmail/Outlook
- Set up your organization profile
- Customize Roles and Permissions
- Build Pipelines and Stages
- Import projects and Diagrams
- Import Installers and Subcontractors
- Import products from file / M2 Cloud / QBO
Outcomes
- Finish basic account setup
- Build customized Pipelines and Stages
- Import key Data
- Complete necessary integrations