Quick Setup Checklist

Use this checklist to get your Bsynced CRM workspace fully configured. Most teams complete this in under 15 minutes.

Step 1 — Workspace Basics

1. Go to Settings → Workspace.
2. Enter your company name, upload a logo, and set your timezone.
3. Optionally customise terminology (e.g. rename "Deal" to "Opportunity") under Settings → Terminology.

Step 2 — Invite Your Team

1. Go to Settings → Users.
2. Click Invite User and enter the email address.
3. Assign a role: Admin, Manager, or Member.
4. Optionally add users to Teams for shared pipeline visibility.

Roles at a glance

• Admin — full access including settings, billing, and user management.
• Manager — can view all deals and reports; cannot change billing.
• Member — can only see their own assigned deals and contacts.

Step 3 — Set Up Your Pipeline

1. Go to Settings → Pipeline Stages (or open the Pipeline board and click Manage Stages).
2. Add stages that match your sales process (e.g. Prospecting → Proposal Sent → Negotiation → Closed Won).
3. Set a probability % for each stage — used in forecast calculations.
4. Optionally add Custom Fields under Settings → Custom Fields for deal-specific data.

Step 4 — Connect Your Email

Choose one of the following options:

Option	Best for
Gmail OAuth 2.0	Google Workspace or personal Gmail users
IMAP / SMTP	Any email provider (Outlook, Yahoo, custom domain)

• For Gmail: go to Settings → Integrations → Gmail and click Connect Google Account.
• For IMAP: go to Settings → Integrations → IMAP and enter your server details.

See Mail Setup for detailed instructions.

Step 5 — Connect WhatsApp (Optional)

If your plan includes WhatsApp:

1. Go to Settings → Integrations → WhatsApp.
2. Enter your WhatsApp Business API credentials (phone number ID, token, and webhook).
3. Test the connection and approve message templates in Meta Business Manager.

See WhatsApp Setup for full instructions.

Step 6 — Enable Add-ons

1. Go to Marketplace.
2. Enable the add-ons your team needs: Proposals, Booking Scheduler, Automation Sequences, Twilio Calling, etc.

Add-on gating

Features like Sequences, Proposals, and Booking require the relevant add-on to be enabled in the Marketplace. If a feature is missing from your sidebar, check the Marketplace first.

Step 7 — Import Contacts

1. Go to Contacts and click Import.
2. Upload a CSV file with columns: Name, Email, Phone, Company.
3. Map the columns and confirm the import.

Step 8 — Create Your First Deal

1. Open the Pipeline board.
2. Click + Add Deal on any stage column.
3. Fill in the deal title, contact, value, and expected close date.
4. Save — the deal card appears on the board.

Quick Reference

Task	Where to go
Invite a user	Settings → Users
Add pipeline stages	Settings → Pipeline Stages
Connect Gmail	Settings → Integrations → Gmail
Enable WhatsApp	Settings → Integrations → WhatsApp
Enable add-ons	Marketplace
Import contacts	Contacts → Import
Create a deal	Pipeline → + Add Deal

You are ready!

Once you complete these steps your team can start using the CRM immediately. Explore each section of this documentation to learn about advanced features.