Where to start
The first things to do in a new TicAte CRM workspace.
Welcome to TicAte CRM. This page walks you through the first things to set up, so your team can start working the same day.
Sign in
Open your workspace's address and choose Continue with TicAte. One TicAte account opens every TicAte app you use. See Sign in with your TicAte account.
The dashboard
After signing in you land on the Dashboard. It shows four figures at the top: Open pipeline (the value of your open deals), Won this month, Active leads and Open tasks. Under them, Pipeline funnel shows how much sits in each deal stage, and Recent activity lists the latest changes in the workspace.
Set up in five steps
- Invite your team: Settings → Team → Invite. Each person gets an email to join.
- Shape your sales process: the pipelines and stages your deals move through.
- Add the fields your business needs under Settings → Custom fields.
- Bring in your existing customers from a spreadsheet: on Leads, Contacts, Companies or Deals, click the gear button at the top right (Import, export and more) and choose From a file (CSV or Excel)….
- Connect where your enquiries come from, such as your website forms or Facebook lead ads.
Then learn the everyday work
- Find your way around: the menu, search and the Create button.
- Leads and deals: how enquiries become sales.
- A record card: where you log calls, leave comments and set tasks.