Getting started

First-time setup checklist

What a CRM manager should set up before the team starts working leads. Each step links to the settings page that covers it.

Only CRM managers can change Settings. Work through these in order:

  1. Check your centres. In Manage Centres, confirm each centre's rooms, age ranges, licensed places and session fees. Offers, the waitlist and lead values are calculated from these numbers.
  2. Set tour times and closed days for each centre, so consultants and families can only book real slots.
  3. Add each centre's contact details: phone, email, director's name and default consultant. New enquiries and automation tasks go to the default consultant.
  4. Invite your team in Team & Access and give each person a role and centres.
  5. Shape your pipeline in Enrolment Pipeline.
  6. Tune your pick lists in Pick Lists: sources, priority of access, attributes, lost and withdrawn reasons.
  7. Write your templates in Message Templates, using placeholders and centre snippets.
  8. Put the enquiry form, chat widget and tracking snippet on your websites from Website Config.
  9. Switch on the automations you want in Automations. Every rule is off until a manager arms it.
  10. Everyone adds a profile photo in Your profile. It appears beside their replies in website chat.

Updated 2026-11-06 · nurtra.ai