Beacon

There are a number of great next steps that you can take in order to now make the most out of your brand new CRM. Let's take a look at some of them!

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<a href="https://guide.beaconcrm.org/en/articles/9015186-beacon-self-implementation-guide">Introduction</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/10209113-are-you-ready-for-implementation" rel="nofollow noopener noreferrer" target="_blank">Are you ready for implementation?</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9495903-before-implementation" rel="nofollow noopener noreferrer" target="_blank">Before implementation</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9123148-introduction-to-migration" rel="nofollow noopener noreferrer" target="_blank">Introduction to migration</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9740051-migration-compiling-your-data" rel="nofollow noopener noreferrer" target="_blank">Migration: Compiling your data</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9740062-migration-before-you-put-data-into-the-standard-templates" rel="nofollow noopener noreferrer" target="_blank">Migration: Before you put data into the standard templates</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11498193-migration-moving-data-into-beacon-standard-templates" rel="nofollow noopener noreferrer" target="_blank">Migration: Moving data into Beacon standard templates</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11498406-migration-cleaning-your-data-for-import" rel="nofollow noopener noreferrer" target="_blank">Migration: Cleaning your data for import</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11498518-next-customisation" rel="nofollow noopener noreferrer" target="_blank">Next, customisation</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11501780-customisation-adding-dropdown-options-custom-fields" rel="nofollow noopener noreferrer" target="_blank">Customisation: adding dropdown options &amp; custom fields</a>

<a href="migration:%20Creating%20import%20templates" rel="nofollow noopener noreferrer" target="_blank">Migration: Creating import templates</a>

<a href="migration:%20Running%20your%20imports" rel="nofollow noopener noreferrer" target="_blank">Migration: Running your imports</a> 

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9121535-i-ve-got-my-data-in-now-what" rel="nofollow noopener noreferrer" target="_blank">I've got my data in; now what?</a> (You are here!)

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11625785-invite-your-team" rel="nofollow noopener noreferrer" target="_blank">Invite your team</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11625918-set-up-forms-to-collect-new-data" rel="nofollow noopener noreferrer" target="_blank">Set up forms to collect new data</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11626081-connect-your-apps" rel="nofollow noopener noreferrer" target="_blank">Connect your apps</a>

<a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9556821-dashboards-and-reporting" rel="nofollow noopener noreferrer" target="_blank">Dashboards and reporting</a>

1. <a href="https://guide.beaconcrm.org/en/articles/9015186-beacon-self-implementation-guide">Introduction</a>
2. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/10209113-are-you-ready-for-implementation" rel="nofollow noopener noreferrer" target="_blank">Are you ready for implementation?</a>
3. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9495903-before-implementation" rel="nofollow noopener noreferrer" target="_blank">Before implementation</a>
4. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9123148-introduction-to-migration" rel="nofollow noopener noreferrer" target="_blank">Introduction to migration</a>
5. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9740051-migration-compiling-your-data" rel="nofollow noopener noreferrer" target="_blank">Migration: Compiling your data</a>
6. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9740062-migration-before-you-put-data-into-the-standard-templates" rel="nofollow noopener noreferrer" target="_blank">Migration: Before you put data into the standard templates</a>
7. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11498193-migration-moving-data-into-beacon-standard-templates" rel="nofollow noopener noreferrer" target="_blank">Migration: Moving data into Beacon standard templates</a>
8. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11498406-migration-cleaning-your-data-for-import" rel="nofollow noopener noreferrer" target="_blank">Migration: Cleaning your data for import</a>
9. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11498518-next-customisation" rel="nofollow noopener noreferrer" target="_blank">Next, customisation</a>
10. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11501780-customisation-adding-dropdown-options-custom-fields" rel="nofollow noopener noreferrer" target="_blank">Customisation: adding dropdown options &amp; custom fields</a>
11. <a href="migration:%20Creating%20import%20templates" rel="nofollow noopener noreferrer" target="_blank">Migration: Creating import templates</a>
12. <a href="migration:%20Running%20your%20imports" rel="nofollow noopener noreferrer" target="_blank">Migration: Running your imports</a> 
13. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9121535-i-ve-got-my-data-in-now-what" rel="nofollow noopener noreferrer" target="_blank">I've got my data in; now what?</a> (You are here!)
14. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11625785-invite-your-team" rel="nofollow noopener noreferrer" target="_blank">Invite your team</a>
15. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9527779-gift-aid" rel="nofollow noopener noreferrer" target="_blank">Gift Aid</a>
16. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11625918-set-up-forms-to-collect-new-data" rel="nofollow noopener noreferrer" target="_blank">Set up forms to collect new data</a>
17. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11626081-connect-your-apps" rel="nofollow noopener noreferrer" target="_blank">Connect your apps</a>
18. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/9556821-dashboards-and-reporting" rel="nofollow noopener noreferrer" target="_blank">Dashboards and reporting</a>
19. <a href="https://intercom.help/ibkziqy3vsxccuowaxbtk/en/articles/11626248-you-ve-done-it" rel="nofollow noopener noreferrer" target="_blank">You've done it!</a>

Invite your team, set up forms, connect apps and create your dashboards

I've got my data in; now what?

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I've got my data in; now what?

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