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Getting Started
New here? Start with these to get your account set up and ready for customers.
5 articles
- Welcome to Cycl Sales: find your way aroundA quick tour of the menu, Settings and your account menu, so you always know where to go next.
- Use the Launchpad checklistLaunchpad lists everything your account needs before it goes live, and ticks each step off as you finish it.
- Your first-week setup planA simple day-by-day plan to get your account ready for real customers in about five short sessions.
- Add your business detailsSet your business name, contact info, address, time zone, hours and logo so everything you send looks right.
- Invite your teamSend email invitations so your team members can log in, and choose what each person can access.