Using Insites

You have an instance and you are signed in to its admin. This chapter walks you through the things most people set up in their first week: how the admin is laid out, who gets the test emails, your date and time settings, who else can sign in, your files and site-wide text, your CRM and pipeline, tasks, your first email and your first integration. Each page is a short guide you can finish in a few minutes, and none of them needs code.

• Find your way around the admin: the menu, the header, the dashboard, demo data, help panels and dark mode.
• Choose who gets test emails: where a staging instance sends its email, and the other instance configuration settings.
• Set your date format and time zone: how dates and times show across the admin.
• Add administrators: invite the people who should sign in to the admin.
• Set up member profiles: give your site's users a profile and keep a page for signed-in people.
• Upload your logo and files: put your images and documents on the instance and use one on a page.
• Change site-wide text: your company name, contact details and social links in one place.
• Set up your CRM: companies, contacts and the fields your business needs.
• Set up your sales pipeline: stages and opportunities.
• Track work with tasks: assign work against a company or contact and see what is due.
• Send your first email notification: a branded email, and where to see whether it arrived.
• Connect an integration: Google Maps, reCAPTCHA, Stripe, Twilio and your instance API key.