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Getting Started & Customisation
Getting Started & Customisation
Set up your branding, email templates and payment providers
By Penelope and 2 others
3 authors
6 articles
π CRM Fundamentals for Admins
π CRM Fundamentals for Standard Users
Setting up new users
Add new users to your CRM
Connect to payment providers
Connecting to Stripe & GoCardless
Your brand and communications
Branding settings
Email template settings