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CiviCRM Documentation

This page refers to outdated version of CiviCRM. Check current version of documentation.

I've installed CiviCRM. What next?

Getting CiviCRM ready for use is a four step process.

  1. Installation
    • Enable CiviCRM in Drupal
    • Enable CiviCRM menus
  2. Planning
    • Decide how you plan to use CiviCRM
  3. Configuration
    • Set up permissions and access control
    • Set up relationship and activity types, etc.
    • Import contact data
  4. Use
    • Set up groups
    • Set up tags
    • Use CiviCRM

For more information, see the CiviCRM Quick-Start Guide .

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