Company Setup
What this page is for:
Go-live checklist. Same list can appear after first-time setup.
Where: Admin Console → System → Company Setup
/portal/settings/company-setup
Required before go-live: Company profile, Tax and markup defaults, Locations, Departments, Email (SMTP), File storage (AWS S3), Users and roles.
Recommended: Lead sources, Calendar settings.
Each card: status Done / Needs setup / Unknown / Review → Configure or Open.
Related articles
Other guides in Settings & Admin
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