Use this checklist before inviting the full team into a new Perfexly workspace.
Company setup
- Review the company name, address, logo, timezone, date format, and currency.
- Check invoice, estimate, proposal, and credit note prefixes before sending real documents.
- Review email footer, signature, and support contact details.
Team setup
- Create staff users only for people who need internal access.
- Use roles to keep permissions sensible.
- Remove delete permissions from roles that do not need them.
- Add departments if you will use support tickets.
Workflow setup
- Create sample customers, contacts, leads, estimates, invoices, projects, and tickets.
- Check that emails look correct before sending to real customers.
- Set up project templates, reports, accounting, and automations only when those modules are included in your plan.
Good to know: A simple first setup is usually better than switching on every feature at once.