Setting Up Your Account

Setting up your DealNebu account properly is crucial for getting the most out of your CRM experience. This guide walks you through the essential setup steps.

Profile Setup

Personal Information

1. Navigate to Settings > Profile
2. Add your full name and job title
3. Upload a professional profile photo
4. Add your contact information (phone, email)
5. Set your timezone and language preferences

Company Information

1. Go to Settings > Company
2. Enter your company name and industry
3. Add your company logo
4. Set your company address and contact details
5. Configure your business hours

Initial Configuration

Currency and Locale

• Set your default currency for deals and pricing
• Configure date and number formats
• Set your preferred language

Notification Preferences

• Choose which notifications you want to receive
• Set up email notification preferences
• Configure mobile push notifications

Security Settings

• Enable two-factor authentication (recommended)
• Review login sessions
• Set up backup email addresses

Import Your Data

Contacts Import

1. Go to Contacts > Import
2. Download the CSV template
3. Format your existing contact data
4. Upload and map the fields
5. Review and confirm the import

Deals Import

1. Navigate to Deals > Import
2. Use the provided template
3. Map your existing deal data
4. Set appropriate pipeline stages
5. Complete the import process

Team Setup

Invite Team Members

1. Go to Settings > Team
2. Click "Invite Member"
3. Enter email addresses
4. Assign appropriate roles
5. Send invitations

Role Configuration

• Admin: Full access to all features
• Manager: Can manage team and view all data
• Sales Rep: Can manage own deals and contacts
• Viewer: Read-only access to assigned data

Next Steps

After completing your account setup:

1. Customize your pipeline stages
2. Create custom fields if needed
3. Set up your first automation
4. Schedule a team training session

Your account is now ready for productive use!