Thank you for reading our previous article! Now that you have joined TorkeHub, it's time to take the next steps and set up your CRM to unlock your business's full potential.

When you log in for the first time, you'll be greeted personally on the homepage. To help you get started quickly, you'll have access to a helpful introductory video. Watching this video will give you a clear understanding of how to use TorkeHub effectively.

Before diving into the platform, you must complete a few essential steps, such as adding roles and users and configuring settings. These foundational tasks are crucial for setting up your CRM for maximum efficiency.

Getting Started

On the homepage, you'll see multiple options. You can choose to:

1. 1. Start Your Free Trial

1. 2. Skip Initial Steps

1. 3. Add Roles, Invite Team Members, and Configure Company Settings
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To begin your journey, we recommend clicking the Start Trial button to activate your free trial.

Next Steps

1. 1. Adding Roles and Users

   
   

   • Invite your team members, such as employees, and assign roles to manage responsibilities effectively.

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   • For detailed instructions, read our article: Let's Set Up User Management and Explore How to Add Roles and Users Effectively.

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2. 2. Configuring Settings

   
   

   • Customize your company settings to align the CRM with your business needs.

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   • Learn how to set up and configure these settings in our article: How to Configure TorkeHub Settings for Optimal Performance.

If you have questions or need help at any stage, don't hesitate to reach out. Our team is always here to assist and ensure your success with TorkeHub.

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• Click the happy smiley if it resolves your issue.

• Click the sad smiley if you need further assistance.
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Thank you for choosing TorkeHub we're here to help you achieve your business goals!