Get started with PVology CRM
Short answer: Open CRM from the menu and answer four short setup questions. PVology recommends a sales pipeline that fits how you sell; accept it or adjust it, then choose Start using CRM. You can explore with demo data first.
Verified for PVology 0.30.0 · updated 2026-10-11
When to use this
You are opening PVology CRM for the first time, or you want to run setup again.
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