How to Set Up 🛠️
How to Set Up 🛠️ Setting up this powerful CRM system is a straightforward process that connects your lead sources, your database, and your communication channels. The core steps involve preparing your database, importing the workflow, and then customizing the nodes to match your business rules. Setup Steps: Prepare Your Database: Create a new Google Sheet (or Airtable Base) to serve as your central CRM database. Title the sheet Loan Agency CRM and create the following columns in the