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First Login Checklist: Get Started in Accountable CRM

Welcome to Accountable CRM 👋 This quick checklist will walk you through everything you need to complete before using the system day-to-day.

Step 1: Confirm Your Profile

Start by making sure your account information is accurate.

What to check:

  • Your name, email, and phone number

  • Your profile photo

Step 2: Review Your Pipeline

Your pipeline has already been set up for you.

Your job:

  • Confirm the pipeline stages match your workflow

  • Make sure your transactions appear accurate

If something looks off:
Let your manager or support team know.

You do not need to report every duplicate issue—just flag the main problem.

Step 3: Complete Your KPI Calculator

This is one of the most important steps.

Enter the following:

  • Annual production goal

  • Average transaction size

  • Expected conversion rates

Why this matters:
Accountable uses this to generate your daily activity goals and AI follow-up recommendations.

Step 4: Connect Your Email (Outlook)

Connecting your email allows Accountable to track your communication automatically.

Steps:

  • Connect your Outlook account

  • Send a test email

  • Confirm the email logs to a contact

Step 5: Start Using Accountable

Once everything above is complete, you’re ready to go.

You can now:

  • Manage your contacts

  • Track referral partners

  • Monitor your pipeline

  • Receive AI-driven follow-up suggestions

Final Check

Before you move forward, confirm:

  • Your profile is accurate

  • Your pipeline looks correct

  • Your KPI Calculator is completed

  • Your email is connected

💬 Need Help?

​If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.

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