Getting started
What should I do in my first week?
A five-step path from sign-up to your first closed deal.
- Import or add your first 10 contacts. 2) Build your pipeline stages. 3) Connect your email and calendar. 4) Invite at least one teammate so you can see how collaboration works. 5) Create a deal and move it through a stage. Most teams are fully set up within two afternoons.
Was this article helpful?
Still need help?
Submit a ticket and a human will get back to you.
More in Getting started
How do I invite my team?
Send invites and assign roles from Settings → Team.
How do I customize my dashboard?
Add, remove, and rearrange widgets so the dashboard shows what matters to you.
How do I set up text messaging for my workspace?
Get a dedicated workspace number so you and your team can text contacts from inside Coastline.
How do I create my first automation?
Build a workflow that runs automatically when something happens in your CRM.