Contents

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1. 1 Introduction
2. 2 Company Details
3. 3 User Details
4. 4 Company Preferences
5. 5 Permissions
6. 6 Services and Fees
7. 7 Order Detail Preferences

Here you can learn how to set-up your brand new poky.com business CRM account. Please note, this is one of the most important processes in creating your new account.

Introduction

The account holder will be required to fill out a few forms to make sure we set up your account properly and to the exact business model that you run your business. So the person who had purchased the CRM application will be the one to see the below illustration. All other users will be prompted to update their user details when they sign in for the very first time.

The below image is an illustration screen shot of what you will see once you log in for the very first time. * Remember, the account holder will be the only one to view this complete setup process.

Company Details

This section is completed from when the account holder purchased the service CRM software. Any user with administrator access will be able to edit company details.

User Details

Here you complete your user details for the system. You are required to select a security question and input an answer. All other users (employees) will be required to update their user details when they sign in for the very first time.

Illustration of security question and answer in the user details section.

Company Preferences

Permissions

This section is where you grant user access to certain sections of the application. You can allow or disallow user groups from editing or altering different sections.

Services and Fees

The first process is to add services and expense categories. You will then be able to create fees for this category and assign a price in dollar value.

Order Detail Preferences