Getting started
Complete the initial company setup
Complete the initial company setup in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goSetup → Settings
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for complete the initial company setup, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Settings in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Company information, Regional settings, Default currency, Timezone and date format.
- Then check Branding, System email settings. Use verified information and do not fill optional values with placeholders.
- Complete Complete the initial company setup using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Company information
Regional settings
Default currency
Timezone and date format
Branding
System email settings
Checks before you finish
- Confirm the intended Pixie CRM workspace.
- Check profile, timezone and notification preferences.
- Make sure your role exposes the areas you need.
- Complete a low-risk test action and verify activity history.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.