5 minutes to complete
What to do
- 01
Add one real client relationship. Use a contact you actively work with rather than sample data.
- 02
Create one open deal or one due task attached to that relationship.
- 03
Return to Dashboard and review the first ranked recommendation, its reason, and its next action.
Open the right place in Signum
If you get stuck
- If the dashboard still shows setup, add a due task to the relationship and return to Dashboard.
- Do not wait for a full import. One real relationship and one active signal are enough to start.