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Checklist for New Users
Checklist for New Users
R
Written by Randy Williams
Updated over a week ago

Review the Ynot support section & complete checklist

Welcome to Ynot. We put together this quick guide to help you get started with learning to navigate and manage your sales efforts in Ynot.

Step 1: Review Ynot Training

Once you've installed Google Chrome, make sure to log in and review your data. We provide a simple way for you to import a list of users via CSV, Mailchimp or Mixpanel. 

Step 2: Configure Google Chrome and Ynot

Now its time to confirgure Intercom to be about your product or site.

  1. Customize the Intercom messenger to match your brand.

  2. Group your users by company.

Step 3: Access your account and follow the guide

Next, you need to configure Intercom so that it's set up properly for your team.

  1. Set admin permissions

  2. Set up 2fa and Google Sign-On 

  3. Set your notification settings

  4. Enable secure mode to keep your data safe.

Step 4: Customize Intercom to be about your users

Finally, you need to start sending Intercom data specific to your users.

  1. Send Intercom custom user attributes

  2. Start tracking user events

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