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8 STEP NEW ACCOUNT SETUP - Start Here! πΊπ
8 STEP NEW ACCOUNT SETUP - Start Here! πΊπ
Just Joined us? Everything you need to know about setting up your BriteBiz account for success!
By Edward and 2 others
3 authors
23 articles
First Watch Our Training Demo
Training Demo πΊ
Step 1 - Account Settings
Add Your Branding πΊ
Create Data Types πΊ
Set Up Your Client Portal πΊ
Create Your Sales Stages πΊ
Step 2 - Add Your Email
Add Your Email Templates πΊ
Integrating GmailπΊ
Integrating Outlook πΊ
Step 3 - Using The Calendar
How to use the calendar πΊ
Integrating your Google Calendar πΊ
Step 4 - Dashboards & List Views
Home Dashboards, Companies & Contacts πΊ
Understanding List Views πΊ
Messages Dashboard
Step 5 - Products, Payments and Financial
Setup Your Products, Payments & Financial πΊ
Step 6 - Managing Worksheets/BEO's & SmartDocs
How to use SmartDocs πΊ
Managing Worksheets & BEO's πΊ
Step 7 - Advanced Feature Setup
Create Custom Fields πΊ
Setup Automations πΊ
Create and Edit Web Pages πΊ
BriteSuite PRO! πΊ
Stage 8 - Final Steps! π
Add Your Users! πΊ
Add Your Web Forms πΊ
Your Data Upload πΊ