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Get started with Current RMS

Setup is quick and easy. We're here to help each step of the way!

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

Ready to get started with Current RMS? We’ve made the setup process simple and straightforward, with friendly screens throughout the system to help you get up and running quickly. 

This guide will walk you through our recommended steps for setting up a new Current RMS system to make sure that you get the most out of it.

Need help?

Don’t struggle – full support is included. Our customer success team are here to help on every page in Current, just hit the green help bubble at the bottom-right of each page to start a conversation with us ↘️

Made mistakes?

During your free 30 day trial, feel free to explore and make changes. If you make a mistake or change your mind, you can always go back and change options later.

If you’ve created test data, use our Erase Data tool to wipe information from your system and start afresh.

Book in a free online demo

If you haven’t already, we recommend booking in a quick online screen sharing session with our customer success team. In these one-to-one meetings, we can run through Current from top-to-bottom and answer any questions you might have.

Get started checklist

Follow our ten steps to get set up:

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