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First Steps After Installation

After completing the installation wizard, follow these steps to get your platform fully operational.

1. Log Into the Super Admin Panelโ€‹

Go to https://yourdomain.com/super-admin and log in with the credentials created during installation.

The super admin panel is where you manage the entire platform โ€” tenants, plans, system health, and global settings.

2. Create a Subscription Planโ€‹

Before creating tenants, set up at least one plan:

  1. Go to Super Admin โ†’ Billing โ†’ Plans.
  2. Click New Plan.
  3. Fill in the plan name, price, and feature limits (max leads, users, forms, etc.).
  4. Save.

See Plans for detailed instructions.

3. Create Your First Tenantโ€‹

A tenant is a workspace (one customer's isolated account):

  1. Go to Super Admin โ†’ Tenants.
  2. Click New Tenant.
  3. Fill in company name, admin email, and assign a plan.
  4. Save โ€” the system creates the tenant records automatically.

The tenant admin receives a welcome email with their login link.

See Tenant Management for details.

4. Log Into the Tenant Admin Panelโ€‹

Log in as the tenant admin at https://yourdomain.com/admin.

This is the main workspace where leads, pipelines, automations, and all features live.

5. Complete the Onboarding Checklistโ€‹

When a tenant admin first logs in, an onboarding checklist widget appears on the dashboard:

StepWhat to Do
Create first pipelineSet up a pipeline under Pipeline
Customize brandingUpload logo and set colors in Settings โ†’ Branding
Invite a team memberAdd a user under Settings โ†’ Team
Connect a webhookSet up under Integrations โ†’ Webhooks

Dismiss the checklist at any time, or view the full onboarding page at /onboarding.

6. Configure Email (SMTP)โ€‹

LeadHub sends transactional emails (automation emails, welcome messages, digests). Configure SMTP so messages do not go to spam:

  1. Go to Settings โ†’ Email & SMTP.
  2. Enter your SMTP host, port, username, and password.
  3. Click Send Test Email to verify.

See Email Settings.

7. Set General Settingsโ€‹

Go to Settings โ†’ General and configure:

  • Timezone โ€” affects automation scheduling and reports
  • Date Format โ€” how dates display throughout the workspace
  • Currency โ€” used in deal values, quotes, and invoices

8. Create Your First Pipelineโ€‹

  1. Go to Pipeline in the sidebar and click New Pipeline.
  2. Give it a name (e.g. "Sales Pipeline").
  3. Add stages (e.g. New Lead โ†’ Contacted โ†’ Proposal โ†’ Won / Lost).
  4. Assign colors and mark win/loss stages.
  5. Save.

See Pipelines.

9. Capture Your First Leadโ€‹

  • Manual: Go to Leads โ†’ All Leads โ†’ New Lead
  • Form: Build a form under Forms and embed it on your website
  • Integration: Connect a lead source under Integrations โ†’ Lead Sources

10. Verify the Cron Jobโ€‹

Go to Super Admin โ†’ System Health and check that the queue status is green. If it shows a warning, re-check the cron job in your hosting panel.

Next Stepsโ€‹