How do I sign up and explore dashboard?

# Note: No exact 'Dubbada' found; closest real match is Dubsado CRM for service businesses (dubsado.com). 1. Visit [app.dubsado.com/user/signup](https://app.dubsado.com/user/signup) and create a free account. 2. Log in and familiarize with the dashboard: clients, projects, forms, workflows. 3. Update your profile: brand colors, logo, business info. Refer to Dubsado Help Center for visuals.

How do I integrate email and customize urls?

1. Go to Settings > Email in dashboard. 2. Connect your email provider (Gmail, Outlook, etc.) per [Dubsado email basics](https://help.dubsado.com/en). 3. Customize portal/client URLs to branded.dubsado.com format. Test by sending a test email.

How do I create lead capture forms?

1. Navigate to Marketing > Forms > Lead capture. 2. Build questionnaire with smart fields (name, services needed). 3. Embed on website or share link. Use [Share a lead form article](https://help.dubsado.com/en) for details.

How do I set up contracts and invoices?

1. Go to Templates > Contracts/Proposals/Invoices. 2. Create service packages, add e-signature. 3. Customize templates with smart fields. Send test to yourself via [Send invoice guide](https://help.dubsado.com/en).

How do I build and test workflows?

1. Go to Automation > Workflows. 2. Create sequence: lead form > questionnaire > proposal > contract > invoice. 3. Add actions like emails, tags, status changes. 4. Test end-to-end with dummy lead. Expand using Help Center workflows.

Learn Dubsado (Dubbada): CRM in 5 Steps

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Instant Toolkit

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Step-by-Step Guide

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Note: No exact 'Dubbada' found; closest real match is Dubsado CRM for service businesses (dubsado.com).

Visit app.dubsado.com/user/signup and create a free account.
Log in and familiarize with the dashboard: clients, projects, forms, workflows.
Update your profile: brand colors, logo, business info.

Refer to Dubsado Help Center for visuals.

Why this step matters:

-Establishes your personalized workspace for all future tasks
-Enables seamless client interactions from day one

15-30 minutes

Web browser, Email account, Business logo/image

$0

Definition of Done

•Account created and logged in
•Profile customized with branding

Common Mistakes to Avoid

❌ Skipping profile setup

→Customize immediately to match your brand for professional appearance

❌ Using generic login email

→Set business email for client communications

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Suggested Videos

How to Use Dubsado | What is Dubsado?

Dubsado Walkthrough | Quick Tutorial For Beginners

Quick Dubsado Tutorial | Demo for Beginners

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Learning Resources

📖 Online Courses

Free Dubsado Course for DIY Setup

beginner

Sarah Leigh Day

How to Use Dubsado - Free 13-Part Course

beginner

Design by Laney

🌐 Helpful Websites

Dubsado Help Center

documentation

Official articles, setup guides, smart fields reference

Dubsado Official Site

official

Features overview and sign-up

🛠️ Useful Tools

Dubsado

Business CRM

Paid

All-in-one CRM for client workflows, forms, invoicing

Learn Dubsado (Dubbada): CRM in 5 Steps