Admin onboarding checklist
This article outlines essential steps for new Distro admins necessary for configuring their first router
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This article outlines essential steps for new Distro admins necessary for configuring their first router
Last updated
Was this helpful?
Welcome to Distro! To ensure a smooth start as an admin and to configure your first router, please follow these essential steps.
Please note that completing all these steps is crucial for creating your first router.
Sign Up: Begin by . Fill in the required details to create your admin account.
CRM Integration: During your initial setup, you will be prompted to connect your CRM. If this step is missed, simply navigate to Settings > Workspace > and select 'Connect' to integrate your CRM system with Distro.
Workspace Customization: Personalize your workspace by adding your company logo. This can be done by visiting the .
Team Invitation: Invite your team members . Encourage them to activate their accounts promptly so you can include them in your distribution rules.
Complete Member Onboarding: To optimize your daily operations and lead management, ensure all team members complete the Member Onboarding Checklist . This includes uploading profile pictures for a personalized touch in calendars and setting up availability for meeting bookings.
And that’s it, you’re ready to configure your first router! 🎉 Enjoy the journey as you streamline your workflows with Distro.