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.
Workspace Customization: Personalize your workspace by adding your company logo. This can be done by visiting the workspace settings page.
Team Invitation: Invite your team members here. 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 here. This includes uploading profile pictures for a personalized touch in calendars and setting up availability for meeting bookings.