Defalto CRM

User Wizard

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After installing Defalto CRM, the user is presented with the Defalto CRM Welcome Wizard upon first login. The wizard provides options for the next steps, including links to the official website, product documentation, user forums, and a quick start guide.

Quick Start Guide

This guide will help you quickly get started with the application. It will walk you through the basic features and functionalities.

Import Demo Data is required to start the guide, so you can procced via button Import Demo Data button.

On the next screen, the user can click the Start Guide button to launch the guide. The guide interface appears as shown below:

After completing the guide, click the Finish Guide button. You can then remove the demo data and records by clicking the Delete Demo Data button.

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