Getting Started Checklist

Unlock the full potential of your DASH 30 Day trial experience with these initial must-try steps:

Start with our short video to get to know your way around DASH, then:

Step 1 - Subscribe to some Apps in the Store. Decide which apps you'll be using for your advice process.

Step 2 - Invest some time to learn how the advice process and CRM works. Self-paced knowledge base learning or come to our live sessions.

Step 3 - Create a test client and step through the process, using the different apps to generate your SOA.

Step 4 - Get fully set up. Complete our Onboarding checklist and book in your onboarding consultation.