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Getting Started
Getting Started
How to get started with Payaca
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.
Written by
Matt Franklin
Updated over a week ago
What is a deal?
I've never used a CRM before, what's a deal?
Written by
Matt Franklin
Updated over a week ago
Introducing pipelines & automations
A quick introduction to two key concepts in Payaca's software
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.
Written by
Matt Franklin
Updated over a week ago
How to import and update your data
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
Written by
Matt Franklin
Updated over a week ago
Tips
How to restore deleted deals
Written by
Matt Franklin
Updated over a week ago