Onboarding Workflow – SmartSaaS

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SmartSaaS in a Box

Data

21

🏷️ Product Metadata
⚙️ Data Model Settings
⚡ Data Model Actions
⭐ Favourite Data
⬆️📂 Uploading Your Data
🌍 Sharing Public Data
🕸️ Visualising Data Model Links
🛠️ Utilities
🌐 Webpage Templates
🎨 Creative Templates
📄 Document Templates
🧾 Invoice Templates
📧 Email Templates
🔖 Tagging Data Models
📈 Visualise Your Data Performance
🧩 Creating Data Models
🗄️ Exporting Your Data Models
➕ Adding Data to Your Model
📤 Sharing Data Models
✏️ Editing Data Models
🗂️ What are Templates?

Projects

8

🤝 Sharing Projects
🗂️ Organising Projects
📋✅ Tasks & Subtasks
🏗️ Creating a Project
🤖 Project AI
🔔 Project Notifications
🔧 Editing a Project
📂 What are Projects?

Settings

9

🏢🏢 Multiple Companies
🧑‍💼 Customise Your Business Card
👤💳 User Billing
🏢❌ Removing a Company
🤝 Track Affiliate Earnings
💳 Upgrade & Manage Billing
📊 Track Your SmartSaaS Performance in Real Time
👤 Update Your Profile
🌐 Setting Up Language

Integrations

2

🔗 What are Integrations?
🔗➕ Adding Integrations

Networking

1

📍 Discover and Grow Your Business Connections

Reports

2

📊 Company-Wide Overview with Real-Time Performance Metrics
📁📊 Model Insights

Knowledge

2

🌍 Share Knowledge Beyond Your Team with External Articles
📤 Share Internal Knowledge with Your Team

Organiser

6

🗓️ Scheduling Events
📅 Customer Bookings
🔗 Calendar Integrations
🎙️ Recording and Summarising Meetings
⏰ Setting and Managing Reminders
📖 Creating & Managing Calendars

Sales

6

🎯 Why Campaigns Matter
🎛️ Managing Your Campaigns
🔍📈 Campaign Insights
🟢📣 Live Campaigns
🚀 Launch a Winning Campaign
📊 Sales Dashboard

Company

5

🛡️ Assigning Roles and Permissions
👤❌ Removing a User
👤➕ Adding a User
👥 Manage Users
🏢 User Hierarchy

Dashboard

5

🎙️ Meetings
🚩 Flagged Items
🤖📊 AI Widget
📊 Report Dashboard Widget
🏠 Feed Widget

Navigation

6

🔻 Footer Bar
📂💬 Messaging
☰ Menu
🤖 AI Panel
📋 Context Panel
🧭 Header Bar

Store

3

🏪📤 Sharing Your Store
💳🔗 Connecting Payment System
🛒📦 Setting Up Your Products

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