• Welcome to your implementation

    Here is a walkthrough of our on-boarding process.

    Welcome to Magnetic!

    You’ve joined over 5000 people who are using Magnetic to streamline their agency.

    We created this page to provide you with guidance on how to effectively implement use the Magnetic software.

Timeline

This approach to onboarding will put you on the path to success.

Setup your account

To properly use all of the features of Magnetic, you need to complete a few key setup tasks.

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Customise your workflow

Every agency has their own process and workflow. It is important to customise Magnetic to suit your workflow to ensure you get the most out of the system

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Adding Team Members and Permissions

It’s time to start adding team members to work with and ensuring your permissions are setup correctly.

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Import Data

Already have data from an old system or even from excel? Time to import that data

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Get started with the basics

Let’s run through some basic training how to’s and get you started with your road to a more efficient agencies

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Working with reports

Understanding how the reports section work is critical

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