Quick Start — first 30 minutes

Welcome to SigmaDSA. This is the 30-minute onboarding path to take a fresh tenant from empty to your first lead. Six steps, ordered so each one unlocks the next.

Pre-flight checklist

Before you start, have these handy:

• The logo you want on the CRM (200×50 px PNG or SVG).
• The domain you'll send email from (e.g., yourdsa.com).
• Access to your domain registrar's DNS panel (GoDaddy / Cloudflare / Namecheap).
• A list of team members with their email addresses.
• A rough picture of who does what — sales vs operations vs management.

Step 1 — Set up Branding (5 minutes)

Open Setup → Branding.

Upload three images:

• Expanded Sidebar Logo (200×50 px) — wordmark with optional symbol.
• Collapsed Sidebar Logo (40×40 px) — square monogram or icon.
• Favicon (32×32 px) — square. Use SVG when you can.

The page auto-saves each upload. Refresh the CRM to see your branding on the sidebar.

→ Full guide: Branding

Step 2 — Configure Email Domain (5 minutes + DNS wait)

Open Setup → Email Domain.

• Enter your domain (e.g., yourdsa.com) → Save Domain.
• SigmaDSA provisions the mail-server configuration and lists the required DNS records.

Now open Setup → DNS & Domain. Add every record at your registrar:

Wait 5–30 minutes for DNS propagation. Click Verify All on the DNS page — each record's status flips to Verified.

→ Full guides: Email Domain · DNS & Domain

Step 3 — Create Email Accounts for users (5 minutes)

Open Setup → Email Accounts.

For each team member:

• Click Add Account.
• Email: nitin (the username — yourdsa.com auto-appended).
• Display Name: Nitin Malik.
• Set initial password → user changes after first login.

Note the IMAP + SMTP server details shown at the top of the page — you'll share these so users can configure Outlook / Apple Mail / Gmail.

→ Full guide: Email Accounts

Step 4 — Create Roles with permissions (5 minutes)

Open Admin → Roles. The tenant ships with a built-in admin role; create the others you need.

Typical set:

For each: click New role → name it lowercase → tick Public (critical — non-public roles don't show in user assignment) → save.

Then for each role, click Actions → Permissions. Three tabs:

• Setting management — only admin / manager need it.
• Identity management — only admin / manager need it.
• Loan CRM — the 98 product permissions. Use the suggested matrix:

→ Full guide: Roles

Step 5 — Create Users and assign roles (5 minutes)

Open Admin → Users.

For each team member:

• Click New user.
• User Information tab: Username, password, name, email, phone, Active = on.
• Roles tab: tick the appropriate role (the Public ones from Step 4 show here).
• Save.

The user can log in immediately with the username + password you set, and inherits all permissions of the assigned role.

→ Full guide: Users

Step 6 — Create your first lead (5 minutes)

Open Leads in the main sidebar → click New Lead.

Fill the Quick Add modal:

• Name — applicant's name.
• Mobile — phone number.
• Loan Type — pick from the dropdown (Personal Loan, Home Loan, Business Loan, etc.).
• Requested Amount — what they're asking for.
• Source — pick the channel (Walk-in, Web, Referral, Partner).
• Assigned to — the sales rep who'll own this lead.

Save. The lead appears on the Leads board. The assignee gets a notification + a task on their My Tasks board.

→ Full guide: Create a lead

What's next

You're live! Continue setup with these optional but valuable steps:

• Quick WhatsApp + Telegram bot setup — connect customer messaging.
• AI Features overview — let documents auto-fill applicant fields and run Bank Statement Analysis.
• Loan Types catalogue — adjust the product list to match your panel.
• Lead Sources catalogue — refine source attribution to your actual channels.
• Notification Templates — customize the auto-sent messages for new leads, sanctions, disbursals.

Total time

• Active work: ~25 minutes.
• DNS propagation wait: 5–30 minutes (run in parallel with other steps).

End-to-end: roughly 30 minutes to a fully functional tenant.