Training Center → Platform Setup
⚙️ — Self-serve module track

Platform Setup

Connect your CRM, configure your workspace, and go live in under an hour. No technical background required.

MODULE 01

Workspace Configuration

Set up your account, team members, and notification preferences.

Read module →
MODULE 02

CRM Integration

Connect HubSpot, Salesforce, Pipedrive, or Attio. Bidirectional sync walkthrough.

Read module →
MODULE 03

First Campaign Setup

Create and launch your first outbound campaign from scratch.

Read module →
MODULE 04

Email Domain Authentication

SPF, DKIM, DMARC setup for all sending domains.

Read module →
MODULE 05

User Roles & Permissions

Configure team access levels and permission sets.

Read module →
MODULE 06

API & Webhook Setup

Connect external tools using the platform API and outbound webhooks.

Read module →
MODULE 07

Usage Dashboard

Understand your monthly capacity limits and usage tracking.

Read module →
MODULE 08

Going Live Checklist

Pre-launch checklist before your first campaign goes live.

Read module →

Browse all training categories or take the free ICP Scorecard.

← Training Center Free ICP Scorecard →