
The first thing you need to do is log into your CRM if you haven't done so yet! Go to crm.cuselleration.com and put in the login credentials you created when you signed up.
Sometimes it makes you reset your password the first time you log in, so don't be surprised if this happens to you. You will also need to enter a code that is either emailed or texted to you.
Once you are logged in, bookmark this page so that you can enter it easily without having to log in/complete the 2-step authentication process each time.
Our Onboarding Form is located in each of our accounts underneath the Funnels / Websites tab.
Complete the Onboarding tab in it's entirety. Filling out this form will complete all of the custom values and fully set up the account.
Please note, completing the onboarding form will complete all of the custom values. These custom values can be changed at any time by navigating to the custom values section and clicking the 3 dots.
