What should I do in my first week with a new CRM?

Day 1-2: Set up your account, configure pipeline stages, add team members, and embed the lead capture form on your website. Submit a test lead to verify everything works. Enable auto-response and SMS alerts if available.

Day 3-4: Add any existing active leads to your pipeline manually or via CSV import. Start using the CRM for every new inquiry. Make it your single source of truth for lead information. Stop tracking leads anywhere else.

Day 5-7: Review your pipeline daily. Check which leads need follow-up. Use the CRM to make notes after calls. By the end of the first week, checking your CRM should feel natural. If something feels clunky, adjust your pipeline stages or settings now before habits form.