Express Setup - using the Get Started app
You can use the Get Started app to start setting up your Makerble account.
If you created your organisation, the Get Started app automatically appears in your My Apps sub menu until you turn it off
If you were invited to join your organisation, you can choose whether you want to see the Get Started app or not. By default it is hidden but you can follow these steps to turn it on.
What you can do
Create a project
On Makerble, your projects are your workspaces
So start by creating a project for each area of your work
Set up contacts (CRM)
CRM means Customer Relationship Management
Click the buttons in the Ways to get started section to
Explore the Contacts chapter in the User Guide knowledge base
Set up your surveys
Surveys are a way to collect feedback and track progress on Makerble
You can create your own surveys
Set up your metrics
Metrics is the term for Outcomes, Indicators, Outputs and KPIs.
They are also called Progress Trackers.