This guide helps a new user begin with a concrete workflow instead of configuring every module at once.
The partner workspace, learning modules, products and connected tools can be introduced progressively.
What this solves
how to get started with Business Pro
A practical guide to define your objective, set up the right Business Pro workspace and begin with one measurable workflow.
Business Pro setup guide
This guide helps a new user begin with a concrete workflow instead of configuring every module at once.
start a digital business workspace
The partner workspace, learning modules, products and connected tools can be introduced progressively.
Business Pro onboarding
Start with one real workflow, assign an owner and decide what evidence will show that the process is working. Add tools only where they remove a clear handoff or visibility problem.
A practical way to use it
Useful examples
Start with one real workflow, assign an owner and decide what evidence will show that the process is working. Add tools only where they remove a clear handoff or visibility problem.
01
Write down one 30-day objective and the evidence you will review.
02
Complete the relevant profile and workspace information.
03
Choose one product or customer workflow for the first cycle.
Business Pro
Explore Business Pro
Review the product page, then open the partner workspace when you are ready to work with your own data.