Get Started

🚀 Get Started with Tenziv

Welcome to Tenziv! We’re excited to help you get up and running so you can start optimizing your sales process, managing your leads, and growing your business. Follow these simple steps to get started:

✅ Log In to Your Tenziv Account

  • Check your email for your unique login link and credentials.

  • Go to your login page (e.g., yourcompany.tenziv.com)

  • Enter your credentials (email and password) to access your dashboard.

⚙️ Set Up Your Profile

Once logged in, the first thing you’ll want to do is complete your company profile.

  1. Add your company details such as name, industry, and contact information.

  2. Upload your logo to customize your account branding.

  3. Set your preferences for notifications, user permissions, and account settings.

📅 Integrate Your Apps & Tools

Tenziv can connect with a range of apps and tools to make managing your business even easier. Some common integrations include:

  • Email Setup: Connect your email (e.g., Gmail or Outlook) to track conversations and send messages directly from Tenziv.

  • Calendar Syncing: Sync your calendar for easy scheduling of meetings and appointments with leads and clients.

  • CRM Integration: Connect with other CRMs or software you’re already using.

  • Payment Systems: Set up your payment processors for smooth transactions.

💡 Customize Your Sales Pipeline

Now that your account is set up, it’s time to tailor your sales pipeline to fit your process:

  1. Create custom stages for your pipeline that reflect your business’s sales process.

  2. Set up automated actions (e.g., emails, reminders) to follow up on leads and opportunities.

  3. Define your lead scoring criteria to prioritize high-potential leads.

📞 Invite Your Team

If you have a team, invite them to collaborate in Tenziv:

  1. Go to the Team Management section.

  2. Invite team members by entering their email addresses and assigning them roles (e.g., Admin, Sales Rep).

  3. Set permissions for each user to ensure the right people have access to the right data.

📚 Learn the Basics

Take advantage of Tenziv’s training and support resources:

  1. Access our knowledge base for step-by-step guides.

  2. Watch tutorial videos on how to use key features.

  3. Join a live onboarding session (optional) to get a personal walkthrough of Tenziv’s features.

🎯 Start Using Tenziv

Now that your account is set up, it’s time to start using Tenziv:

  1. Add your first leads and contacts to the CRM.

  2. Track sales activities and monitor performance with real-time reporting.

  3. Create marketing campaigns to reach new customers and boost your sales.

💬 Need Help?

If you run into any issues or need assistance, don’t hesitate to reach out. Our team is available to guide you through the setup and answer any questions: