/
Quick Start Guide Template
Interlingo

Template tips:

  • Content for template Quick Start Guide Template.

  • In our template we use the Page Properties below as custom placeholders. Before exporting this content we set the Page Properties macro to “Hide from view“ to avoid it appearing in the export.

    • If the Page Properties table is something you need visible in your Confluence page you can also hide it as part of our Export Properties. In the Export Dialog you can go to Settings -> Advanced mode → Macros → Show page properties macro and toggle the setting off.

  • In addition to this, some of our content leverages the macros of Scroll Exporter Extensions e.g. this panel is wrapped in a Scroll Ignore which prevents it from appearing in the export.

Before You Start

Make sure you have:

  • An active CleverApp account (Sign up here)

  • Access to your company’s CRM (e.g., HubSpot, Salesforce)

  • A list of sales contacts to import

Get Started in 5 Easy Steps

1. Log in to CleverApp

Go to cleverapp.goodsoftware.com in your browser.

  • If you're a new user, click “Create Account” and follow the sign-up process (name, email, company, password).

  • If your company uses SSO (Single Sign-On) like Google or Microsoft, you can use those options to log in securely.

  • Can’t remember your password? Click “Forgot Password” to reset it via email.

2. Connect Your CRM

From the dashboard, click “Connect CRM” and choose your provider.

Tip: You can connect multiple CRMs later from Settings > Integrations.

3. Import Your Contacts

Click “Import Contacts”, select your source, and confirm the import.

Note: Contacts are automatically deduplicated and categorized.

4. Set Up Your First Workflow

Navigate to Workflows > Create New Workflow, then:

  • Choose a sales template (e.g., "Lead Nurture")

  • Customize steps (emails, tasks, reminders)

  • Click “Activate”

5. Track Progress in Real Time

Use the Dashboard to monitor engagement and pipeline health.
Visualize metrics like:

  • Open rates

  • Deal stage conversions

  • Rep performance

UI Icon Glossary

Icon

Name

What It Means / Does

🏠

Dashboard

Overview of your sales performance, workflows, and alerts.

🔄

Sync / Refresh

Manually sync CRM data or refresh page info.

➕

Add New

Create a new contact, workflow, task, or note.

⚙️

Settings

Configure account, integrations, and preferences.

📊

Analytics

View sales metrics, conversion rates, and team stats.

✅

Task Complete

Marks a task or workflow step as done.

🕒

Scheduled

Indicates an action or email is scheduled for later.

🔔

Notifications

See alerts for CRM sync, activity updates, or reminders.

❓

Help / Support

Open the help center or contact support.

Need Help or Inspiration?

You’re All Set!

CleverApp is here to unleash productivity for your business.
Start automating and watch your sales scale. 💼📈

Template tip: This template uses the Page Property / Content properties macro to set the cover page subtitle (key: subtitle) and the image (key: product-image) in the cover.

Template note: There’s no need to layout your Confluence page content in two columns. The template handles that itself.

subtitle

Automate and scale your sales processes.

product-image

good-software-clever-app-space.png