
{"id":3258,"date":"2017-05-09T15:37:08","date_gmt":"2017-05-09T13:37:08","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3258"},"modified":"2017-11-22T15:41:47","modified_gmt":"2017-11-22T14:41:47","slug":"getting-started-with-minicrm","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/getting-started-with-minicrm\/","title":{"rendered":"Getting started with MiniCRM"},"content":{"rendered":"<ol>\n<li>Set a relevant <a href=\"..\/what-is-a-module-good-for\/\">term\u00e9ke<\/a>\u00a0and give the basic information.<\/li>\n<li>Set the <a href=\"..\/how-to-create-or-edit-fields\/\">fields<\/a>\u00a0that you will need later in your <a href=\"..\/what-is-a-module-good-for\/\">term\u00e9kes<\/a>.<\/li>\n<li>If you would like to manage other processes besides sales, create the necessary <a href=\"..\/how-to-customize-a-status\/\">statuses<\/a>.<\/li>\n<li>Import your <a href=\"..\/how-can-i-import-to-the-system\/\">database<\/a>.<\/li>\n<li>Create email <a href=\"..\/how-to-create-templates\/\">templates<\/a>.<\/li>\n<li>Create <a href=\"..\/how-to-create-filters\/\">filters<\/a>\u00a0that you would like to use for <a href=\"..\/what-is-mass-email-sending-good-for\/\">mass email sending<\/a>\u00a0or <a href=\"..\/create-unique-reports-by-using-filters\/\">reports<\/a>.<\/li>\n<li>Set the <a href=\"..\/how-can-i-automate-processes\/\">follow-up sequences<\/a>.<\/li>\n<li>Invite your <a href=\"..\/how-to-manage-users\/\">colleagues<\/a>\u00a0to the system and let&#8217;s start.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Set a relevant term\u00e9ke\u00a0and give the basic information. Set the fields\u00a0that you will need later in your term\u00e9kes. If you would like to manage other processes besides sales, create the necessary statuses. Import your database. Create email templates. Create filters\u00a0that you would like to use for mass email sending\u00a0or reports. Set the follow-up sequences. Invite [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[389],"tags":[442,490],"class_list":["post-3258","post","type-post","status-publish","format-standard","hentry","category-customization","tag-firststeps-en","tag-system-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Getting started with MiniCRM - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Set a relevant term\u00e9ke\u00a0and give the basic information. Set the fields\u00a0that you will need later in your term\u00e9kes. If you would like to manage other\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpdev.minicrm.io\/help\/getting-started-with-minicrm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Getting started with MiniCRM - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Set a relevant term\u00e9ke\u00a0and give the basic information. Set the fields\u00a0that you will need later in your term\u00e9kes. 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