ACEIRT™ Fusion quickstart

Go to https://app.aceirt.us and sign in with your ACEIRT™ Fusion credentials.

If you belong to multiple workspaces, pick the workspace you want to use for this quickstart.

Confirm you land on the main dashboard, where you can access websites, calendars, pipelines, campaigns, and automations.

Open the Websites & Funnels area and create a new funnel or site from a template.

Add a landing page section that clearly states your offer and includes a call to action.

Insert a form section so visitors can submit their name, email, and phone number.

Publish the funnel or site and copy the public URL so you can test it later.

Go to Forms & Survey Builder and create a new lead capture form that matches your funnel offer.

Add key fields such as full name, email, phone, and any qualifying questions you need.

Enable notifications so new submissions are logged in the CRM and visible in your Unified Inbox.

Connect the form to your funnel or website page if you did not add it directly in the previous step.

Open CRM pipelines & deals and select or create a pipeline that matches your sales process.

Add basic stages, for example New Lead, Contacted, Qualified, and Won.

Set the form or funnel to create a deal in this pipeline for every new submission.

Verify that new test submissions appear as deals in the correct stage.

Go to Calendars & Appointments and create a new calendar for discovery calls or consultations.

Set your availability, meeting duration, and any buffer times between appointments.

Connect the calendar to your funnel or confirmation page so new leads can book right after submitting the form.

Book a test appointment to confirm you receive the calendar invite and see it on the schedule.

Open Invoices & Payments and add at least one product, package, or service you want to sell.

Connect your preferred payment processor if you have not already done so.

Create a simple checkout link or invoice template using your product.

Add the checkout link to your funnel or send a test invoice to verify payments complete successfully.

Go to SMS & Email Marketing and create a simple follow-up campaign for new leads.

Write at least one welcome email and one SMS reminder that confirm the lead’s submission or booking.

In Workflows & Automations, build a workflow that triggers when a new form is submitted or appointment is booked.

Add actions to send your email and SMS, then run a test submission to confirm both messages are delivered.

Open the Unified Inbox to see leads, conversations, and appointments in one place.

Submit the funnel form yourself, book a test appointment, and complete a small test payment if possible.

Confirm that the lead appears in the CRM pipeline, messages show in the inbox, and the appointment and payment records are created.

Adjust copy, form fields, or automation rules based on what you see from this test journey.