Getting Started · 1 min read
Select Your First Action During Onboarding
When you first set up your account, FunnelStreams asks what you'd like to do first. Picking a goal takes you straight to the right tool and gives you a clear first win.
Choose an action
- During setup, review the suggested actions, such as building a funnel, connecting your calendar, or importing contacts.
- Pick the one that fits your business.
- If none fit, type your own goal in the text box.
- Continue. You're taken to the page for that action, often with a video or guided tour.
Find it again later
Your chosen action is pinned at the top of your launchpad with a Recommended label. Use it to pick up where you left off and track your setup progress.
Tips
Start with whatever brings in leads soonest, such as a funnel or a booking calendar. You can work through the other setup steps after that.