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Getting Started

Getting Started

How to get started with Payaca

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7 articles in this collection
Written by Matt Franklin
Introducing key concepts

What does Payaca's software do?

Payaca has a wide range of benefits, here's the simple overview of how we can help your business.
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Written by Matt Franklin
Updated over a week ago

What is a deal?

I've never used a CRM before, what's a deal?
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Written by Matt Franklin
Updated over a week ago

Introducing pipelines & automations

A quick introduction to two key concepts in Payaca's software
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Written by Matt Franklin
Updated over a week ago
Setting up your account

Setting up your business information & branding

Ensure all your documents look their best and have the right information on.
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Written by Matt Franklin
Updated over a week ago

How to import and update your data

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Written by Matt Franklin
Updated over a week ago

How to manage customers with Payaca

Keeping accurate customer data is important, you can easily import data from your existing sources to get started quickly
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Written by Matt Franklin
Updated over a week ago
Tips

How to restore deleted deals

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Written by Matt Franklin
Updated over a week ago
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