Your First-Week Setup Checklist
Set up the parts that affect trust and lead delivery before spending time on advanced marketing.
Where to find it: Admin → Settings
What to do
- Complete Agent Branding with your correct name, contact details, photo, brokerage details, and email signature.
- Review Team access and confirm who should see and manage leads.
- Set lead visibility and routing, then submit a test form and confirm the contact reaches the CRM.
- Configure Email and send a test to yourself.
- Set Calendar availability and test the public booking flow.
- Review the Template Manager and your public site on desktop and mobile.
- Connect your custom domain last, when the site content and lead flow are ready.
Good to know
- Test with an email address you can access and clearly label the contact as a test.
- Ask Help about the screen you are on if a status is unclear.
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