Getting Started

Quick setup guide to get you up and running with SoloCRM

Setup Steps
Step 1: Complete Your Profile

Set up your business information and preferences

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Profile Setup

Add your business name and contact information
Upload your business logo
Set your timezone and currency preferences
Configure notification preferences
Go to Account Settings
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Quick Tips

Keyboard Shortcuts

  • • Ctrl/Cmd + K - Quick search
  • • Ctrl/Cmd + N - New lead
  • • Ctrl/Cmd + T - New task

Pro Tips

  • • Use consistent lead statuses
  • • Set realistic task due dates
  • • Regular data backup
  • • Review analytics weekly
Additional Resources
Complete User GuideFrequently Asked QuestionsAPI Documentation