First Steps in 1it CRM
Whether you are using the OneWindow Mini-CRM or the Standalone 1it CRM, this guide helps you get oriented, set up your profile, and start managing contacts.
Accessing Your CRM
For OneWindow Website Clients
- Address: Open your company website and append
/admin(e.g.,https://yourcompany.com/admin). - Section: Navigate to CRM & SALES in the left sidebar to access Leads & Inquiries and Bookings.
For Standalone 1it CRM Clients
- Address: Open your dedicated CRM domain (e.g.,
https://crm.yourcompany.com). - Credentials: Your initial administrator credentials are provided securely by your 1it.pro Project Manager.
Immediate Password Change
Upon your first login, navigate to Settings ──> Profile and update your temporary password to a strong personal passphrase.
User Roles & Access Levels
To protect sensitive business records, 1it CRM provides three standard permission levels:
| Role | Scope of Access | Typical User |
|---|---|---|
| Administrator (Owner) | Full control: user management, global settings, export tools, billing, and all pipelines. | Business owner, General Manager |
| Sales Manager | Full access to assigned leads and active pipelines, ability to create deals and tasks. | Senior sales representative |
| Operator / Receptionist | Create new leads, assign initial inquiries, view schedule calendar without full export access. | Front-desk operator, junior assistant |
Workspace Navigation Overview
The primary navigation sidebar provides structured access to everyday sales operations:
- Dashboard: High-level operational summary: new inquiries today, upcoming Next Actions, and conversion rate.
- Leads & Inquiries: Incoming pipeline queue. Triage unassigned requests from the website, widget, or manual entry.
- Contacts & Companies: Comprehensive client database with full historical notes and past interactions.
- Deals & Pipeline: Visual Kanban board or table view showing deals progressing through sales stages.
- Schedule & Calendar: Scheduled appointments, consultations, and manager follow-up calls.
- Reports & Exports: Filterable analytics and data extraction tools.
Setting Up Your Manager Profile
- Open Settings ──> Profile.
- Verify your Display Name and Work Email.
- Set your Time Zone (ensures scheduled follow-up reminders match your local business hours).
- Connect your Telegram Notification ID (optional) to receive instant notifications when new leads are assigned directly to you.