How to Setup Sevnflow's Marketing CRM

Setting up Sevnflow's Marketing CRM is a straightforward process designed to get your business up and running quickly. Follow these steps to ensure a smooth setup and maximize the benefits of our powerful CRM platform.

Step 1: Logging into Your Account

1. Access the Login Page: Navigate to the Sevnflow CRM login page provided in your welcome email.
2. Enter Your Credentials: Use the username and password you received to log in. If you haven’t set up your password yet, click on the “Forgot Password” link to reset it.
3. Dashboard Overview: Once logged in, you’ll be directed to the dashboard. Take a moment to familiarize yourself with the layout and main features of the CRM.

Step 2: Onboarding Your Team

1. Add Team Members: Go to the “Settings” section and select “Team Management” or “Users”. Click on “Add User” to invite team members.
2. Enter User Details: Fill in the necessary information for each team member, including their name, email address, and role within the CRM.
3. Assign Roles and Permissions: Determine the access level for each user based on their responsibilities. This ensures that team members have the appropriate permissions to perform their tasks.
4. Send Invitations: Once the user details are complete, send an invitation to each team member. They will receive an email with instructions on how to log in and set up their account.

Step 3: Downloading the Lead Connector App

1. Access the App Store: Open the Apple App Store or Google Play Store on your mobile device.
2. Search for Lead Connector: Use the search function to find the “Lead Connector” app. This app is essential for accessing CRM features on the go.
3. Download and Install: Click “Download” or “Install” to add the app to your device.
4. Login to Lead Connector: Open the Lead Connector app and log in using your Sevnflow CRM credentials. This allows you to manage leads, track communications, and access key CRM functions from your mobile device.

Step 4: Customizing Your CRM

1. Update Company Information: Go to the “Settings” section and update your company details, including your logo, contact information, and branding elements.
2. Set Up Pipelines and Stages: Customize your sales pipelines and stages to reflect your business processes. This helps in tracking leads and managing your sales workflow effectively.
3. Integrate Tools and Platforms: Connect your CRM with other tools and platforms you use, such as email marketing services, calendars, and social media accounts. This ensures a seamless flow of information and automates various tasks.

Step 5: Training and Support

1. Access Training Resources: Utilize the training materials and tutorials provided within the CRM to learn more about its features and functionalities. Which is located at the bottom right hand side of the screen (Blue bubble) This tool will have more extensive support, as well as live automated guide support showing you around.
2. Contact Support: If you encounter any issues or have questions, reach out to Sevnflow’s support team for assistance. We’re here to help you make the most of your CRM.

By following these steps, you’ll be able to set up Sevnflow's Marketing CRM effectively, ensuring your team is onboarded and ready to leverage the platform’s powerful capabilities. Whether you’re managing leads, tracking communications, or accessing your CRM on the go with the Lead Connector app, Sevnflow’s CRM is designed to streamline your marketing efforts and drive business growth.

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