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.

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Onboarding

Learn to Navigate Salesbricks

(2-minute read)

Company Details & Branding

(2-minute read)

Adding Team Members

(2-minute read)

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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)

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Close Your First Deal

Building an Order

(3-minute read)

Checkout & Invoice Payment Options

(5-minute read)

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Integrations

Stripe

(6-minute read)

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CRM

Salesforce

(8-minute read)

HubSpot

(10-minute read)

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Finance Systems

Quickbooks

(8-minute read)

IntroductionNavigating Salesbricks