New Onboarding Features: Persona and Website Selection
Overview
The CRM has refined its initial setup process to create a more tailored and straightforward experience for new users. These enhancements, which include selecting a business persona and optionally providing a website, help customize your account from the very beginning.
Updated Persona Selection (Step 4)
During the signup flow, you will reach a step where you define your primary use case for the CRM. You are presented with three clear options that describe your business model:
- I want to sell this CRM as my own branded software.
- I operate an agency and manage marketing for my clients.
- I will use this CRM exclusively for my own business.
This selection helps the system provide more relevant setup guidance and recommendations. It does not lock you out of any features; all functionality remains available regardless of your choice.
Optional Website Field (Step 5)
In a later step of the onboarding, you have the option to enter your company's website address.
Key Details
- This field is optional and can be skipped.
- It may be pre-populated automatically based on the domain of the email address you used to sign up.
- You can edit or remove this information at any time after setup.
Providing your website allows the CRM to offer more personalized suggestions, such as industry-specific automations or template designs.
What Changed
The onboarding process has been updated with the following key changes:
- The previous question about reselling the platform has been removed.
- The persona selection now uses more descriptive language to clarify user intent.
- A new, optional website field has been added to aid in personalization.
- The overall number of required steps has not increased, keeping the process simple.
Frequently Asked Questions
Does my persona choice restrict which features I can use?
No. Your selection is used only to personalize your initial setup experience. You have full access to all CRM features.
Is the website field mandatory?
No. You can skip the website field and complete the onboarding without it.
What if the pre-filled website is wrong, or I need to change it later?
You can update or remove your website at any time from your account settings. This change does not impact your account status.
I don't have a website yet. What should I do?
You can simply skip this step during onboarding. You can add your website later from your account settings once it is live.
Can I change my selected persona after onboarding?
Yes. You can update your business preferences and details at any time within your account settings.
Will these updates affect my billing or subscription plan?
No. These changes are solely related to the initial account setup and have no bearing on pricing or your subscription.