17hats

Learn how to get the most out of 17hats and automate your Client Experience!

Recommended Processes Overview

Learn how to organize and automate your Client Experience for potential customers and new Leads.

Lead Management Process Overview

Learn how to take qualified leads and turn them into a paying Client faster with a workflow and a combined document.

Booking Process Overview

Learn the best way to automate your Client Experience once you've been paid.

Onboarding Process Overview

Learn how to automate the tasks you complete to prepare, execute, and deliver your product or service.

Fulfillment Process Overview

This article demonstrates the simple process of moving your account from Sprout Studio to 17hats!

Switching From Sprout Studio to 17hats

This article details the process of onboarding from another CRM. From transferring Contacts to adding Templates. Let's move over to 17hats.

Onboarding From Another CRM | Start Here

When moving from another CRM, the first thing we want to do is set up your 17hats Account-- this also follows a process.

Onboarding | Step 1) Set Up Your New 17hats Account

When it comes to moving your clients over from another CRM, 17hats has you covered! Follow the steps below for an easy transition.

Onboarding | Step 2) Moving your Clients to 17hats

When it comes to moving your template over from another CRM, 17hats has you covered! Follow the steps below for an easy transition.

Onboarding | Step 3) Moving your Templates to 17hats

17hats is widely known for it's advanced set of features. In this article, we'll dive into the most popular of the "Advanced" features.

Onboarding | Step 4) Setting Up Advanced Features

Amanda Rae

Jeff Haynes

Our Recommended Process

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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