As a site admin moving an entire team to a new platform can seem like a daunting task. Fear not, we've made it easy for you! We've condensed everything down to just a handful of steps:

First Steps with your new CRM:

  1. Log in to the CRM
  2. Set the Lead Flow within your CRM

First Steps within your new mobile app:

  1. Download the company app

First Steps within your new Content Management Systems (CMS):

  1. Learn how to edit website content through SiteBuilder
  2. Refine the On-Page SEO

Check out our additional collections of resources below to help set you and your teams up for success:

  1. Home Search and Collaboration (IDX)
  2. Customer Relationship Management (CRM)
  3. The Mobile App
  4. SiteBuilder
  5. SEO & Analytics
  6. Integrations
  7. Frequently Asked Questions

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