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Phase 1 Setup #1: Add A New User
Step by step process: 1. Once you have accessed the system for the first time, you’re the only person that has access…
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Setup
Get the basics running: users, clients, custom fields, imports and your email and calendar.
Video walkthrough
Phase 1 Setup #2: Create A Client
Step by step process: 1. To create a new client click Create Client. 2. Here you can fill in four mandatory fields…
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Phase 1 Setup #3: Create & Edit Custom Fields
Step by step process: 1. To add custom fields into your client’s profiles, go into any of your clients. 2. Here you…
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Phase 1 Setup #4: Bulk Imports
Step by step process 1. Once you have added all of your custom fields and you’re happy with how your database is going…
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Phase 1 Setup #5: Adding Custom Tables
Step by step process: 1. Within a client profile you can see something called tables which you can create for yourself…
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Phase 1 Setup #6: Linking Your Email Account
Step by step process: 1. A very important step before trying to connect your email accounts is to first successfully…
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Phase 1 Setup #7: Domain Verification For Bulk Emails
1. The next step in your setup journey is domain verification. 2. This step is important if you are planning to send…
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Phase 1 Setup #8: Calendar Integration
Welcome to BaseCloud CRM Calendar integration. After connecting your Microsoft 365 or Gmail accounts to the CRM, you…
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