Getting started
The first steps to start using it.
Your first steps in Sync Pro
The real order of getting started, from joining your team to inviting the rest of it, and how long each step takes.
What Sync Pro is
A WhatsApp CRM built out of modules, where each team has only the ones it uses switched on and configures them itself, and what its subscription includes.
Your dashboard
What every card on the home screen counts, your plan's usage, why it all starts at zero, who sent the templates you are charged for, and what the calls panel measures.
The first steps
The whole route from a brand-new team to a number that receives, for whoever would rather read it before starting.
Creating a team and moving between teams
Create a workspace, move between the ones you belong to, leave one, or close it for good.
Set up your team
The name, the people, the roles they get, and who a new conversation is assigned to when nobody claims it.