Getting started with Hercules CRM

This page takes you from a new account to your first lead in a few minutes. It works on a phone.

1. Sign in and open Acquire in the menu. The first page is the overview. On a new account it shows a Setup checklist with what is still to do.
2. Open Pipeline. This is where every owner lead lives, from first message to signed contract.
3. Press New lead. Fill in Name and at least a phone or an e-mail. Write a Next action, for example "Call back about a visit", and the time.
4. Press Create lead. The lead appears in the first column.
5. Open Contacts to see every person once. Press Add contact to add someone who is not a lead.
6. When you are ready for marketing, open Marketing and read Send your first campaign.

Success looks like: your first lead sits on the board with a next action, and the overview counts it under New leads.

Good to know

• Team members see what their permissions allow. Only admins see the tabs that send messages or change consent.
• Nothing is sent to anyone without a person pressing send.
• Consent is recorded for every contact. Marketing only reaches people who opted in.

Next: Work your pipeline, Bring your contacts in, Forms, landing pages and booking pages.