Company setup

Start with shared settings

Review company identity, locale, currency and the configuration screens relevant to your modules. These settings give financial documents, employees and operational records consistent context.

Build common records once

Products, services, contacts and employees are reused by the workflows that need them. Add a record to its primary area rather than rebuilding it inside each process.

Review before importing volume

Create a small representative set of records first. Confirm names, identifiers, permissions and workflow status before adding the remainder of the company data.