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.
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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 create my first automation?
Build a workflow that runs automatically when something happens in your CRM.
How do I connect my calendar?
Two-way sync with Google Calendar or Outlook so events stay in sync everywhere.