Here is a great reference tool for the general steps to getting set up:
                    
            Knowledge Base        
                    
                                                        
                        Getting Started                    
                                                                            
                        Account                    
                                                                            
                        API                    
                                                                            
                        Best Practices                    
                                                                            
                        Blog                    
                                                                            
                        Calendar                    
                                                                            
                        Contracts                    
                                                                            
                        Customers                    
                                                                            
                        Dashboard                    
                                                                            
                        Delivery / Routing                    
                                                                            
                        Emails                    
                                                                            
                        IO Phone                    
                                                                            
                        Leads                    
                                                                            
                        Locations                    
                                                                            
                        Marketing                    
                                                                            
                        Organizations                    
                                                                            
                        Payments                    
                                                                            
                        Pricing                    
                                                                            
                        Quickbooks                    
                                                                            
                        Quote Pages                    
                                                                            
                        Rental Inventory                    
                                                                            
                        Reports                    
                                                                            
                        Sales CRM                    
                                                                            
                        Settings                    
                                                                            
                        Subscription                    
                                                                            
                        Surveys and Testimonials                    
                                                                            
                        Taxes                    
                                                                            
                        Website Integration                    
                                                                            
                        Workers                    
                                                                            
                        Workers App                    
                                                                            
                        Embedded Documentation                    
                                                
            Related Articles
    - Sales CRM - Communication CRM tab
 - Sales CRM - Field/Parameter Tracking via Links
 - Sales CRM - Following up with Leads
 - Sales CRM - How to Get Set Up
 - Sales CRM - IMAP Email Integration
 - Sales CRM - Last Contact & Last Activity
 - Sales CRM - Notifications
 - Sales CRM - Organizations
 - Sales CRM - Open Emails/Texts/Calls/Tasks/Journals Etc
 - Sales CRM - Prospecting for New Leads
 - Sales CRM - Sales Reps
 - Sales CRM - Task Reminders
 
Properties
            Author
                                    IO S.