Getting started

In short. Five short guides take a new workspace from sign-up to the first conversation. Do them in order; each one takes five to ten minutes.

1. Set up your workspace. Sign up with a work email, set time zone, currency, date format and logo, decide three automations.
2. Invite your team. Add people with a role, approve them, set managers.
3. Connect email and calendar. Gmail or Outlook, Google or Microsoft calendar, a booking page.
4. Import leads. Spreadsheet in, leads and contacts out, duplicates handled.
5. Your first call and first email. The two actions you will repeat all day.

After that, the Feature guide has one page per feature: what it does, what it does not, where it lives and who can use it.