[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"cms-entry-help-getting-started-setup-guide-en":3},{"message":4,"data":5,"success":40},"OK",{"id":6,"entry_type":7,"locale":8,"slug":9,"title":10,"summary":11,"body":12,"blocks":13,"author_name":14,"published_at":15,"updated_at":15,"data":16,"category":14,"tags":17,"related":18,"alternates":31,"seo":36,"cover":14,"media":39,"preview":38},25,"help","en","getting-started-setup-guide","Getting Started: Set Up Your Account Step by Step","From sign-up to go-live: a starter guide to which settings to configure in which order, and how to check each step.","> The CRModular interface is currently in Turkish. Menu and button names are shown in **bold Turkish** with an English explanation in brackets.\n\nThis article is for the company administrator setting up CRModular for the first time. For a small team, setup usually takes about a day.\n\n## Prepare before you start\n\n- Company name, tax details, address and logo\n- User list (name, email, department, manager)\n- Your sales stages and loss reasons\n- Product\u002Fservice list and customer list (Excel\u002FCSV)\n- SMTP details and an app password for your company email account\n\n## 1. Sign-up and welcome\n\n1. On **Kayıt Ol** (Sign up) enter your name, work email, company name and password. Your company, admin account and 14-day trial are created.\n2. Click the **verification link** in your inbox. Until you do, an orange banner appears at the top; use **Tekrar Gönder** (Resend) to get a new link.\n3. In the **welcome wizard**, enter your industry, phone and website, and optionally invite your first teammate.\n\n## 2. Recommended setup order\n\n| Order | Step | Help article |\n|---|---|---|\n| 1 | Company settings and security | [Company settings and security](\u002Fen\u002Fhelp\u002Fcompany-settings-and-security) |\n| 2 | Users, roles and permissions | [Users, roles and permissions](\u002Fen\u002Fhelp\u002Fusers-roles-and-permissions) |\n| 3 | Sales process | [Sales stages and reasons](\u002Fen\u002Fhelp\u002Fsales-process-stages-and-reasons) |\n| 4 | Products and price books | [Products and price books](\u002Fen\u002Fhelp\u002Fproducts-and-price-books) |\n| 5 | Importing data | [Importing data from Excel](\u002Fen\u002Fhelp\u002Fimporting-data-from-excel) |\n| 6 | Email | [Email and Email-to-Case setup](\u002Fen\u002Fhelp\u002Femail-and-email-to-case-setup) |\n| 7 | Support and SLA | [SLA policies and support cases](\u002Fen\u002Fhelp\u002Fsla-policies-and-support-cases) |\n| 8 | Web forms | [Adding web forms to your site](\u002Fen\u002Fhelp\u002Fadding-web-forms-to-your-site) |\n| 9 | Automation and approvals | [Automation: rules, approvals and flows](\u002Fen\u002Fhelp\u002Fautomation-rules-approvals-and-flows) |\n\n## Check your plan\n\nSome screens depend on your plan. **Starter** covers the core CRM (accounts, contacts, leads, opportunities, activities, campaigns, reports); **Professional** adds quotes\u002Forders\u002Fcontracts\u002Fprice books, support cases, SLAs and automation. Menu items outside your plan show a \"Paket dışı\" (not in plan) badge. Change plans under **Ayarlar → Şirket → Abonelik** (Settings → Company → Subscription).\n\n## Before going live\n\n- Has every user been given a profile and role?\n- Have test records been deleted?\n- Have you picked a plan before the trial ends?\n",[],null,"2026-10-03T20:36:56.503Z",{},[],[19,23,27],{"slug":20,"title":21,"summary":22,"entry_type":7},"company-settings-and-security","Company Settings and Security (Including Two-Factor Authentication)","Set time zone, currency, password policy, session timeout and two-factor authentication, and reset 2FA for a user who lost their phone.",{"slug":24,"title":25,"summary":26,"entry_type":7},"sales-process-stages-and-reasons","Sales Process: Stages, Required Steps and Win\u002FLoss Reasons","Set up opportunity stages, sales path guidance, win\u002Floss reasons and territory-based automatic assignment.",{"slug":28,"title":29,"summary":30,"entry_type":7},"users-roles-and-permissions","Users, Roles and Permissions","Use the role hierarchy, profiles, permission sets and sharing rules to decide who can see and edit which records.",[32,33],{"locale":8,"slug":9},{"locale":34,"slug":35},"tr","ilk-kurulum-adim-adim",{"title":37,"description":11,"canonical_url":14,"noindex":38,"og_image":14},"Getting Started: Set Up Your Account Step by Step | CRModular Help",false,{},true]