Help with Liteo

Getting started

From sign-up to first quote

6 steps, in the order that works. Each one can wait until you need it.

1. 01

   Create your workspace

   Sign up and start the 14-day trial. No card. Setup asks who you are, how money and dates should read, who else is on the team, and for your contacts. Every step can be skipped and all of it is editable later in Settings.

2. 02

   Import your contacts

   Upload a CSV of contacts and businesses. Imports run in 5,000-row batches. Export works the same way from day 1, so nothing is locked in.

3. 03

   Name your pipeline stages

   A pipeline with stages already exists. Rename the stages after how you really work, or add a second pipeline. Drag a deal forward when it moves.

4. 04

   Build your catalog

   Add products and services with prices, categories, and units. A service interval on a product means every install can carry its own service schedule.

5. 05

   Send your first quote

   Build the quote from the catalog, adjust quantity, discount, or tax, and send it as a PDF. A sent quote is locked. Changes create a revision.

6. 06

   Let reminders run

   Record what's installed at each customer site. When equipment comes due, the service task appears on the right person's list, and the daily email tells you what's due.