Onboarding Wizard
After your first login, ZenTraq guides you through a setup wizard to configure your CRM workspace for immediate use.
Overview
The onboarding wizard consists of six steps. Each step is optional and can be completed later from Settings.
| Step | Purpose | Time |
|---|---|---|
| 1. Organization Profile | Company details and branding | 2 min |
| 2. Industry Configuration | Module and terminology setup | 1 min |
| 3. Pipeline Setup | Sales stages and probabilities | 3 min |
| 4. Team Setup | Invite users and assign roles | 2 min |
| 5. Communication Channels | WhatsApp, Email, Calling | 5 min |
| 6. Data Import | Bring in existing leads/contacts | 5 min |
Step 1: Organization Profile
Configure your company identity. These details appear on invoices, quotes, and customer-facing documents.
| Setting | Description |
|---|---|
| Company Name | Displayed on all documents |
| Logo | Recommended: 200×80px PNG with transparent background |
| Website | Company URL |
| Phone | Primary business number |
| Address | Full business address (street, city, state, ZIP, country) |
| GST / Tax Number | For invoice compliance (India: GSTIN format) |
| PAN Number | Optional — for Indian businesses |
Branding
Upload a high-quality logo now. It will automatically appear on all invoices, quotes, and email signatures generated from ZenTraq.
Step 2: Industry Configuration
Based on your registration selection, ZenTraq pre-configures:
| Component | What is Set |
|---|---|
| Visible Modules | Industry-relevant modules activated |
| Terminology | Labels renamed to match your domain |
| Pipeline Stages | Default stages for your workflow |
| Quick Filters | Pre-built filters for common scenarios |
Industry-Specific Modules
| Industry | Unique Modules |
|---|---|
| Real Estate | Properties, Site Visits, Bookings, Projects, Channel Partners, Construction Milestones |
| General Sales | Contacts, Accounts, Deals, Quotes, Invoices |
| Education | Enrollments, Campus Visits |
| Healthcare | Appointments |
| Automotive | Test Drives, Inventory |
| Food Export | Shipments, Trade Documents, Samples, Quality Checks |
| Manufacturing | Production Orders, Batch Records, Dispatch, Material Requests |
You can enable or disable any module later in Settings > Organization > CRM Configuration.
Step 3: Pipeline Setup
Your pipeline defines the stages that leads or deals progress through. Default stages are pre-configured but fully customizable.
Customization Options
For each stage, you can configure:
- Name — Descriptive, action-oriented label
- Order — Position in the pipeline sequence
- Probability — Win likelihood percentage (0–100%)
- Color — Visual identifier in pipeline views
- Terminal Flag — Mark as "Won" or "Lost" endpoint
Multiple Pipelines
You can create additional pipelines later for different sales processes (e.g., "Inbound" vs "Outbound" vs "Renewals"). Configure in Settings > Pipelines.
Step 4: Team Setup
Add team members to begin collaborating.
Inviting Users
- Click Invite Users.
- Enter email addresses (comma-separated for multiple invitations).
- Select a role for each user:
| Role | Access Level |
|---|---|
| Admin | Full access to all features and settings |
| Manager | View team data, assign leads, run reports |
| Sales Rep | Manage own leads, deals, and activities only |
| Viewer | Read-only access to assigned records |
- Click Send Invitations.
Recipients receive an email with login credentials and a link to set their password.
Role Assignment
Carefully consider role assignments. Admins have unrestricted access to all data and settings. Start users with the minimum required role and elevate as needed.
Step 5: Communication Channels
Configure your communication tools for direct outreach from the CRM.
WhatsApp Business (Recommended)
- Requires: Meta Business Manager account + WhatsApp Business API
- Enables: Direct messaging, template messages, chat history
- Setup guide: WhatsApp Business Setup
Email (SMTP)
- Requires: SMTP server credentials (Gmail, Outlook, or custom)
- Enables: Send emails directly from CRM, email templates, tracking
- Setup guide: Email Server Setup
Calling (TeleCMI / PIOPIY)
- Requires: TeleCMI account with agent credentials
- Enables: Click-to-call, call recording, auto-logging
- Setup: Settings > Communication > Calling
Skip for Now
Communication setup is optional during onboarding. You can configure these channels anytime from Settings > Communication.
Step 6: Data Import
Bring your existing data into ZenTraq.
Supported Imports
| Entity | Template Available | Duplicate Check |
|---|---|---|
| Leads | Yes | By email or phone |
| Contacts | Yes | By email or phone |
| Accounts | Yes | By name |
| Deals | Yes | By name + account |
Import Process
- Click Download Template for the entity you want to import.
- Fill in your data following the template format.
- Upload the completed CSV file.
- Map your columns to ZenTraq fields.
- Choose duplicate handling: Skip, Update, or Import All.
- Review and confirm the import.
Data Format
Ensure dates are in YYYY-MM-DD format and phone numbers include the country code (e.g., +919876543210). Incorrect formats will cause import failures.
After Onboarding
Once setup is complete, you land on the Dashboard showing:
- Key performance metrics
- Pipeline overview
- Recent activities
- Quick action buttons
You can revisit any setup step at any time from Settings.
Next Step: Dashboard Overview →