Onboarding Checklist & Industry Setup

New orgs see a single 12-step "Get started with CRMown" grid on the dashboard. Each card auto-ticks as soon as the underlying record exists in your data — no manual checking off. Industry-specific templates (real estate, agency, SaaS, healthcare, etc.) pre-populate pipelines, segments, and starter tasks.

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Steps

1. The checklist is server-driven and re-evaluates on every dashboard load. Items auto-complete based on real org/user data — adding a contact, connecting email, etc. — so progress always reflects reality.
2. Step order tells a story: identity → AI context → explore → first contact → connect comms → bring in data → organize → communicate → grow → automate → expand → polish. Specifically: 1) Set up business profile, 2) Tell AI about your business, 3) Try the AI Bar (Cmd/Ctrl+K), 4) Add your first contact, 5) Connect your email, 6) Import your contacts, 7) Customize your pipeline, 8) Send your first message, 9) Invite a team member, 10) Build your first automation, 11) Activate a suite, 12) Check your data quality.
3. Admin-only items (steps 1 + 2) are hidden for TEAM/DIRECTOR users so the checklist stays relevant to what they can actually do.
4. During signup pick your industry — CRMown applies a starter template (pipelines + segments + onboarding tasks tailored to that vertical).
5. You can re-pick the industry / re-apply a template later from Settings > Billing > Industry Verticals.
6. If you have 3+ users, create your first team under Settings > Teams. Teams group users for shared folder access — e.g. "Sales", "Support", "Leadership". Team membership drives which folders each user sees on the Folders page.
7. Click any incomplete card to navigate straight to the page that completes it. "Try the AI Bar" opens the command palette directly instead of navigating.
8. The checklist auto-hides only when every step is complete. Use the × button to dismiss it for the current session — it returns on next reload.

Good to know

• Industry templates are starting points — edit any pipeline, segment, or task afterward.
• AI Industry Detection: type a short business description and the system suggests the closest GICS-aligned industry template.
• Teams vs Roles: Teams group users (Accounting, HR, Sales, etc.) for folder sharing AND Client Hub document access. Roles control org-wide permissions. A user has one role but can belong to many teams with different per-team roles (team admin vs. team member). The old "User Groups" concept was merged into Teams on 2026-04-24 — every existing group is now a Team with the same name + members.
• "Connect your email" intentionally sits before "Send your first message" so you don't fire your first outbound from the noreply fallback.
• "Import your contacts" auto-completes on either ≥10 contacts OR ≥1 ImportLog with status "completed" — covers CSV imports as well as Google/Outlook contact-sync paths that arrive without an ImportLog row.
• Booking pages no longer appear on the universal checklist — they're a service-business need, so they'll move into an Operations-specific checklist when that lands.

Troubleshooting

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