WNYpress

Support

Knowledge Base /

Initialize Jetpack CRM

Chapter 3.3 Captured · Installation & Setup Complete Jetpack CRM’s onboarding wizard so its CRM tables and dashboard are ready for MBOS. Navigate: WordPress Dashboard → Configuration → Jetpack CRM → Dashboard Figure 3.3 · Screenshot captured from the verified demonstration installation. Version numbers and sample business information may differ. What does this control? Jetpack…

Published

Chapter 3.3

Captured · Installation & Setup

Complete Jetpack CRM’s onboarding wizard so its CRM tables and dashboard are ready for MBOS.

Navigate: WordPress Dashboard → Configuration → Jetpack CRM → Dashboard

Initialize Jetpack CRM
Figure 3.3 · Screenshot captured from the verified demonstration installation. Version numbers and sample business information may differ.

What does this control?

Jetpack CRM must complete its first-run wizard before MBOS imports CRM-dependent templates, tags, automations, and mappings.

How do I complete it?

  1. Open Configuration → Jetpack CRM → Dashboard.
  2. Select Next on each of the four onboarding screens.
  3. Select Finish and go to your CRM! on the final screen.

Why is this useful?

Completing the wizard establishes Jetpack CRM’s initial configuration and provides MBOS with a ready CRM environment.

How do I verify it?

  • Jetpack CRM opens to its dashboard rather than the onboarding wizard.
  • The Contacts, Quotes, Tasks, Invoices, and Transactions menus are available.

Important:

  • Required sequence: Next → Next → Next → Next → Finish and go to your CRM!

Still need help?

If this article didn’t solve the problem, send WNYpress the details and we’ll help you with the next step.

Submit a Ticket
Contact Support