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Using a CRM like Dubsado can be intimidating for beginners. When first setting up an account, one might feel overwhelmed by contracts, forms, invoicing, and workflows. It’s important to remember that you only need to use the features that are essential to you at the start. As you become more familiar with the platform, you can expand and customize your setup. Dubsado offers a useful checklist in their help center to guide new users through the initial setup process. Don’t expect your account to look advanced right away; it takes time to build familiarity and complexity within the system.
