When you sign up you get a workspace for your company, a 14-day trial of the Pro plan and a sales pipeline with sensible stages. The Get set up checklist on the Today screen walks you through the rest.
The first 15 minutes
- Bring your data in. Import from a spreadsheet, Pipedrive, HubSpot, Salesforce or Zoho (see Importing your data). Just exploring? Add the sample data instead and remove it later in one click.
- Connect your email and calendar. Settings › Email & calendar › Connect Gmail or Outlook. Emails with your contacts then appear on their opportunities automatically.
- Make the pipeline yours. Settings › Pipelines: rename stages to match how you sell, and set how many days an opportunity can sit in a stage before it's flagged.
- Invite your team. Settings › Users & permissions › Invite. Each person gets an email with a link.
- Add your logo and colours. Settings › Branding. They appear in the app and on quotes and orders your customers see.
Getting around
- Today is your home screen: what's overdue, what's due today, replies waiting and stale opportunities.
- Press ⌘K (or Ctrl K) to search anything, N then D to add an opportunity, and ? to see every shortcut.
- The ? button in the top bar has this help centre, the System check and Contact support.