Getting started
Set up your office and learn the basics.
- Welcome to ProducifyWhat each item in the menu is for, and where to start as a new owner or a new team member.
- Create your accountMake the owner's login for a new office. Team members skip this and join from the invite their owner sends.
- Create your officeGo through the setup wizard once, one step at a time. Only the first step is required. Skip the rest and finish them later.
- Bring in your past salesUpload the sales report from your management system, so Home and Sales show your history from day one.
- Invite your teamAdd each person in Settings and send their invite, so they can sign in and record their own sales.
- Set your yearly goalsType each product's goal for the year. Producify splits it into months, so Home can show whether you are on pace.
- Sign in for the first timeAccept the invite your office's owner sent you, set a password, and land on Home.
- Sign in or reset your passwordSign in with your email and password, or set a new password if you forgot yours.
- See your payOpen Payouts to see what you have earned this pay period, where it came from, and what you were paid before.
- Check your goals and rankSee on Home how the month is going against its goal and where you stand, then find your rank on Leaderboards.