Installing Your System · 4 min

How system installation works

What gets delivered, where it lands, and how to confirm every piece installed.

1
After purchase you receive access instructions by email.
2
The system installs as a complete package: pipelines, workflows, campaigns, templates and custom fields.
3
Open the Pipelines view and confirm the lead, quote follow-up and renewal pipelines are visible.
4
Open Automation and confirm the core workflows appear, set to draft until you publish them.
5
If anything is missing, re-run the installation steps or contact support with your account ID.