Help Center

What is the Subaccount Launchpad?

The Subaccount Launchpad is a central workspace designed to guide you through the initial setup of your CRM. It brings together essential tasks, instructional videos, and helpful shortcuts into one convenient location. When you first sign in, the Launchpad will automatically appear to help you get started. You can also access it later from within the app. The content you see is tailored to your specific user role and the features enabled for your sub-account, ensuring you only see the steps that are relevant to you.

Key Benefits of Using the Launchpad

The Launchpad is designed to help you become productive quickly by focusing on the most important setup actions.

Streamlined Onboarding: Guided checklists and videos help you know exactly where to start, saving you time.
Role-Based Experience: The tasks and guidance change depending on whether you are an Agency Owner, Admin, or User, matching your permissions.
Clear Progress Tracking: Visual indicators show you what you have completed and what steps remain.
Consistent Training: Provides a standardized path so every new team member learns the core workflows correctly.
Reduced Support Needs: Built-in help and links prevent common mistakes and reduce the need to ask for assistance.

Outcome-Oriented Setup Actions

The Launchpad organizes setup tasks around key business outcomes to help you understand the purpose of each step and get your system running faster.

Foundational Setup: Tasks like creating contacts, setting business details, and configuring calendars to establish your workspace.
Marketing & Lead Generation: Actions to launch your first funnels, forms, and campaigns to start capturing leads.
Sales & Conversations: Steps to enable communication channels like email and SMS, and set up pipelines to manage deals.
Website & Monetization: Guidance for connecting a domain, publishing sites, and configuring payments.
E-commerce: Tasks for setting up products, checkout, and tax settings to sell online.

Guided Onboarding Videos

Each action in the Launchpad includes built-in guidance to help you learn as you work.

Video Tutorials: Short, focused videos that explain key concepts; you can enable Picture-in-Picture mode to keep the video visible while you work.
Product Tour Guide: An in-app, step-by-step walkthrough that opens directly from a Launchpad action and guides you through the exact clicks needed to complete a task.
Consistent Experience: All sub-accounts have access to this guided help, ensuring a reliable onboarding process.

Using the Product Tour Guide

The Product Tour Guide is an interactive feature that provides click-by-click instructions.

On-Screen Guidance: The tour overlays hints and highlights on your screen, showing you which fields to fill or buttons to click next.
Automatic Completion: When you successfully finish a tour, the corresponding action in the Launchpad is automatically marked as complete.
Replayable: You can restart a tour at any time to review the steps or reconfigure a setting.
Permission-Aware: The tour respects your user permissions. If you do not have access to perform a step, it will notify you or prevent you from continuing.

Progress Tracking

The Launchpad helps you stay on track by clearly displaying your progress. As you complete guided actions, the checklist updates automatically. You can return to the Launchpad at any time to see your updated status and choose the next step to work on.

Accessibility

The Launchpad includes features to support users who rely on screen readers or keyboard navigation. It announces progress as you move through steps and provides clear context to help you understand your current position in the workflow.