Guide to Creating a Professional Website in Momentum CRM

Step 1: Start a New Website

1. Navigate to the Sites section.

2. Select Websites from the top toolbar.

3. Click New Website.

4. Choose to start from scratch or use a template (recommended for speed).

5. Click Continue.

Step 2: Choose a Template

• Browse the template library with thousands of designs across industries.

• Filter by categories, tags, or types on the left-hand panel.

• Click Preview to view a template.

• When satisfied, click Continue in the top-right corner.

Step 3: Customize Your Website

In the website editor, personalize your site:

• Add company name, email, phone number, and logo.

• Each template comes with pre-structured layouts designed for different industries.

• Adjust text, images, and interactive components to fit your brand.

Step 4: Edit and Add Elements

• Websites are built with elements (e.g., images, headlines, buttons).

• To edit: select an element → adjust settings in the toolbar on the right.

• To add: click the plus (+) icon on the left → drag elements into your site.

Step 5: Structure Your Website

Websites use three building blocks:

• Rows → Hold elements

• Columns → Contain rows

• Sections → The highest-level structure

Add or adjust sections, rows, and elements from the left-hand menu.
When finished, click Save and exit the editor.

Step 6: Connect Your Domain

1. Go to Settings → Add/Edit Domains.

2. Click Connect a Domain in the top-right corner.

3. Enter your domain and follow the DNS instructions provided by your domain registrar.

4. Update the required records, then click Verify Records.

5. Once verified, return to Settings, select your domain, click Save.

6. Your website is now live!

Conclusion

Congratulations — your professional website is now live! From here, you can:

• Add new pages

• Optimize for SEO

• Continue customizing to better reflect your brand

Happy building!