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Onboarding tutorial for NexosFlow — get your system running in ~15–30 minutes.

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Step 1 — Clients

Open: Clients (CRM)

Create 1 client and fill:

• Name
• Email or Phone
• (recommended) Next action + Next contact

Step 2 — Deals

Open: 💼 Deals

Create 1 deal and link it to the client:

• Deal
• Client
• (recommended) Stage, Value, Close date, Next step, Next contact

Step 3 — Tasks

Open: Tasks

Create 1 task and link it to the client:

• Task
• Client
• (optional) Date

Step 4 — Finance