Quickstart Guide
Getting Started
Getting started can take as little as a couple of hours, if you have all the parts and pieces ready to go.
If not, we’ve got plenty of best practice guides to help you on your journey.
Just as any good pilot carefully runs through a checklist before takeoff, we recommend reviewing each step below before launching with Salesbricks.
Onboarding
Learn to Navigate Salesbricks
(2-minute read)
Company Details & Branding
(2-minute read)
Adding Team Members
(2-minute read)
Build Your Price Book
What are Bricks, Products, & Plans?
(4-minute read)
Creating a Brick
(8-minute read)
Creating a Product
(2-minute read)
Creating a Plan
(10- to 15-minute read)
Close Your First Deal
Integrations
Stripe
(6-minute read)
CRM
Finance Systems
Quickbooks
(8-minute read)