Admin onboarding checklist

This article outlines essential steps for new Distro admins necessary for configuring their first router

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.

1. Sign Up: Begin by signing up to Distro. Fill in the required details to create your admin account.

2. CRM Integration: During your initial setup, you will be prompted to connect your CRM. If this step is missed, simply navigate to Settings > Workspace > Integrations and select 'Connect' to integrate your CRM system with Distro.

Hubspot integration

1. Workspace Customization: Personalize your workspace by adding your company logo. This can be done by visiting the workspace settings page.

2. Team Invitation: Invite your team members here. Encourage them to activate their accounts promptly so you can include them in your distribution rules.

3. Complete Member Onboarding: To optimize your daily operations and lead management, ensure all team members complete the Member Onboarding Checklist here. This includes uploading profile pictures for a personalized touch in calendars and setting up availability for meeting bookings.

Member onboarding checklist

And that’s it, you’re ready to configure your first router! 🎉 Enjoy the journey as you streamline your workflows with Distro.

Router creation