Getting started with Revwit begins with setting up your account and configuring your workspace to suit your needs. Here’s what to do:
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Account Setup: Update your profile, including your name, email, and profile picture, to personalize your experience.
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Workspace Configuration: Access workspace settings to customize your CRM. Add team members, define roles, and set permissions to ensure everyone has the right access.
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Pipeline Setup: Tailor your sales pipelines to reflect your sales process, including custom stages and workflows.
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Integrations: Connect tools like email and calendar to streamline communication and productivity.
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Notification Preferences: Manage how and when you receive alerts to stay updated without being overwhelmed.
With these settings in place, your account and workspace will be fully optimized, setting you up for success right from the start.