Set up your workspace in 30 minutes

Do these steps once, in this order, and your team can start working the same day.

1. Company details and rates

1. Open Settings → Company & rates.
2. Add your company name, logo, address, GSTIN and working hours. Working hours decide when new leads are assigned and when follow-up reminders go out.
3. Check the default rates used in cost sheets: GST, stamp duty, registration and maintenance.

2. Your team

1. Open Settings → Users & teams and click Add user for each person.
2. Choose their Role (for example Sales Executive or Accounts), their Team and who they Report to.
3. Tick Receives new leads (assignment pool) for everyone who should get new enquiries.

3. Your first project

1. Open Projects → New project and fill in the RERA number, possession date and configurations.
2. Add wings and units: Generate units floor by floor, or Import Excel from the sample sheet.

4. Where leads come from

1. Open Settings → Lead rules to check Lead sources and set Assignment rules.
2. Connect your website, Facebook and Google lead forms under Settings → Integrations (see the guide Capture leads from your website, Facebook and Google).

5. Phones

Share the Android app with your sales team so they can call leads and check in at site visits.

When you are done, open My Day: it shows each person what to do first.