Getting Started with Dubsado CRM | Part 1 ~ Essential Brand Settings
Today I’m walking you through how to customize all the essential brand settings. Dubsado is a very powerful CRM and will take quite a bit of time to learn all the ins and outs. Our focus today is what to do when you open the application for the first time. We’ll get all the essential branding item details set and off your to-do list.
Dubsado CRM—the right choice for my creative small business—maybe yours too!
As a new business owner one important facet to consider is how you are going to invoice your clients and accept payments. If you are a service provider another important thing to have in place is a contract and a way to collect signatures.
I believe that the majority of my business will be conducted online versus face-to-face so I went in search of an application that would generate invoices, contracts, collect electronic signatures, and accept online payments. These were my primary needs and where my search started.
Color Palette | Early Spring Collection ~ Potomac Spring
One of my favorite things of all time is to be in Washington DC when spring bursts into bloom.
There is nothing like standing on the banks of the Potomac River or walking from one national monument to another amidst the radiant blooms of all the cherry trees. The National Cherry Blossom Festival is one of the few times I’d recommend blazing a trail among the crowds.
Even if you can’t make it to DC this year, I’ve yet to live in a place where the cherry blossoms didn’t deliver. Last year when we lived in the mountains just outside Santa Fe, they were gorgeous!
Color Palette | Early Spring Collection ~ New Bloom
The Painted Hills in Central Oregon is a stunning landscape. Your view is serene and colorful, quiet and picturesque, and definitely unique to behold. The wind whips at you constantly while you traverse the paths up to the main lookout.
Color Palette | Early Spring Collection ~ Painted Hills
The Painted Hills in Central Oregon is a stunning landscape. Your view is serene and colorful, quiet and picturesque, and definitely unique to behold. The wind whips at you constantly while you traverse the paths up to the main lookout.