Once you have added the manage package and connected your application with Coro, you are ready to start setting up your space.
Step 1: Ensure you have a Sales Ops user role
Step 1: Ensure you have a Sales Ops user role
To set up your Sales Ops user role, see Sales Ops user set-up.
Step 2: Ensure all roles have access to Coro
Step 2: Ensure all roles have access to Coro
To manage user access, see User Access Management.
Step 3: Set up that key configuration items in Settings
Step 3: Set up that key configuration items in Settings
Step 4: Optional set-up activites
Step 4: Optional set-up activites
- Begin setting up your onboarding and enablement program
- Preload account financials into the system
- Recommend your sales team install the Coro mobile app
- Familiarize yourself with pre-built dashboards