Getting Started
Setting up your Bizforz workspace
Start by inviting your core team, choosing the products you want to enable, and mapping the workflows that matter most. Bizforz works best when each process has a clear owner and a simple first version.
Recommended setup steps
- Define teams, roles, and workspace permissions.
- Create your first CRM pipeline or support queue.
- Add required fields for reporting and handoffs.
- Review dashboards weekly while the team adopts the system.