First-week checklist

The order that works: people and projects first, then your clients, then the lead sources, distribution and WhatsApp that keep new enquiries flowing.

Day 1: people and projects

Confirm your Company ID and share it with the team: Setting up your company.
Invite everyone, with the right Department, Role and Reports to: Inviting your team.
Edit Dropdown options (lead sources, responses, dump reasons) so the lists match how your team talks.
Add your projects, and for a builder the towers and units: Projects & inventory. A channel partner firm adds the builders it works with and their projects.
Give each salesperson Project access to the projects they sell (Users › Edit user). Without it they cannot register clients for that project.

Import your existing clients from Excel or your old CRM: Importing clients from a spreadsheet. Each person who receives clients gets one notification with the count.
Check the duplicate rules first so one person is not imported twice: Adding and editing clients.
Add anyone new by hand with Add client, with a first follow-up date, so the follow-up reminders start working from day one.

Your website or landing pages: Integrations.
Facebook and Instagram lead ads, and the property portals you list on.
Decide who new leads land with: Lead distribution assigns them round-robin or by project, and tells the person in-app and on WhatsApp.
Switch on Duplicate leads handling so a repeat enquiry joins the existing record instead of becoming a second client.

Connect your WhatsApp Business number: Connecting your WhatsApp Business number. Messages are billed by Meta per conversation.
Switch on Auto-reply to new leads and choose a lead-alert template on the number’s card so the assigned person hears about every lead on WhatsApp.
Ask each person to install the BMexa app and allow notifications, so follow-up reminders reach them: Follow-up reminders.

Sales executives start the day on Follow-ups (the Actions tab on the phone) and log every call, visit and outcome: Logging calls and activities.
Managers watch the Pending and Today buckets of the team, and the Unassigned chip on Clients (shown to admins, All clients users and anyone with See unassigned leads ticked on their access settings).
If your team is in the field, switch on Location tracking and reporting hours: Field activity.
At the end of the week open Reports and the Lead sources card to see which sources are worth the money.

Updated on 29 October 2026