1.02 Getting Started
Onboarding Videos
Our onboarding videos are the in-depth training tools that we have created to help you understand...
Understanding the Maestro Modules
Home This is the user’s dashboard where overdue tasks, calendar events, and other statistics can...
Organization Settings
Before entering data, you will find it easier to have setup or input some basic information in ...
Involvements
Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custo...
Inputting Data
Prior to importing data, we recommend utilizing the Onboarding Checklist to make sure you have co...
Adding Users
Once a contact is in your Maestro system with a valid (working) email address, you will be able t...