Work through the setup checklist

Open Kom i gang-tjekliste. Each item has Kom i gang to take you to the right page, and Markér som fuldført when you are done. Du er {{percent}}% færdig! is shown at the top.

1. ⟦Konfigurer dine indstillinger⟧ — Opsæt kontopræferencer, valuta og virksomhedsindstillinger, så de passer til dine behov. Currency and country in particular are worth getting right before any money is recorded. Set your company details

2. ⟦Invitér dit team⟧ — Tilføj teammedlemmer og opsæt brugerroller for at samarbejde effektivt om jeres aftaler. Invite your colleagues

3. ⟦Tilføj dine første kontakter⟧ — Importér eller tilføj dine forretningskontakter manuelt for at begynde at opbygge relationer. Importing beats typing: Get your existing customers in

4. ⟦Opret din første mulighed⟧ — Opsæt din salgspipeline og opret din første salgsmulighed. One real deal teaches you more about whether the stages fit your process than any amount of planning. Create an opportunity

5. ⟦Udforsk dit KPI-dashboard⟧ — Gennemgå dine forretningsmålinger og analyser for at få indsigt i din performance. Dashboard

6. ⟦Forbind dine værktøjer⟧ — Integrér med eksisterende værktøjer som e-mail, kalender og regnskabssystemer. Email and calendar first, since they are what stop people copying things by hand: Email and calendar sync

Hurtighandlinger at the side jumps straight to Vis kontakter, Salgspipeline and Gå til dashboard.

The percentage is a nudge, not a gate. Nothing is locked until you finish it, and marking an item complete is a manual tick — the app is not checking your work. If you have genuinely done something a different way, tick it and move on.

The step that people skip and regret is inviting the team. A CRM one person uses is a spreadsheet with extra clicks; the value shows up when the next person can see what you did.