How to Access the Setup Checklist
You can access your setup checklist in two places:
Onboarding Flow
When you first enter Drodat, you’ll see the onboarding experience with guided steps.Sidebar Progress Tracker
On the left side of the platform, you’ll find a progress section showing:
Your setup completion percentage
Remaining steps to finish
This allows you to continue setup at any time, even after onboarding.
How It Works
Each step represents an important part of your setup (email, templates, pipeline, etc.)
Click any step to open a guided walkthrough
As you complete steps, your progress updates automatically
You don’t need to complete everything at once — you can come back anytime.