How do I start using Lucro?
You can start using lucro instantly. Depending on how you wish to use the tool will determine if you need to do any setup.
If you are a solo business and want to use Lucro to keep a track of all your Customers, contacts, correspondence and activities then start by going to Customers / Add Customer and entering the relevant details as prompted.
Once a Customer has been added, you are automatically directed to their record, where you can then start entering information around Activities and Contacts etc using the relevant tabs at the top of the page.
If you are a larger business with perhaps multiple users, then we recommend firstly adding all your users into the system first – you do this by going to Users / Add User.
Once your Users have been added, if you wish to use Leads to track all sales leads / enquiries then you just need to setup your Lead Workflow – you can ask me all about this if you need help.
How can I get help with my Lucro setup?
Lucro has been designed to be both easy to setup and also easy to use. We understand that Small Businesses simply don’t have the big budgets to pay for 3rd party support, therefore we make it easy for you to do the setup yourself.
The amount of setup you need to do is totally dependent on things such as:
How many users you wish to add
How you wish to use the system
If you wish to import your current customer data
How advanced your needs are
If you are a solo business and want to use Lucro to keep a track of all your customers, contacts, correspondence and activities then start by going to Customers / Add Customer and entering the relevant details as prompted.
Once a Customer has been added, you are automatically directed to their record, where you can then start entering information around Activities and Contacts etc using the relevant tabs at the top of the page.