Get set up

How to use this page

1. 1

   Open the checklist

   In the sidebar, open Onboarding and click Get set up. Clicking the Onboarding folder itself also opens this page. Once the plan is running, workspace members also land here after signing in until every step is done. Admins of a running plan see a Continue setup card on Plan and billing too.

2. 2

   Work through the steps

   Each step shows a number, a title and one line on what to do or what is already there. The next open step is outlined and its button is highlighted. Click the button to go to the page where you finish that step, then come back to see it checked off.

3. 3

   Start your plan

   Click Start your plan to pick your seats and add a card in Stripe Checkout on Plan and billing. It counts as done once your plan is in a free trial, active or past due.

4. 4

   Import contacts, invite a teammate and connect a mailbox

   Import contacts opens Contacts with the CSV import already open, so you can pick your file and map the columns before anything is saved. Once you have contacts, View contacts opens the plain Contacts page. Add a teammate opens Users; each person uses one seat. Connect a mailbox opens Email Accounts so you can connect Google or Microsoft 365 and send from your own address.

5. 5

   Create your first deal

   Click Create a deal to open your pipeline with the new deal form already open, then enter the deal name and click Create. Once you have a deal, Open pipeline opens the pipeline as usual. When all five steps are done, the page title changes to Your workspace is ready.

What the buttons do

Progress bar and done count

Shows how many of the five steps are done, for example 2 of 5 done.

Start your plan / Open Plan and billing

Goes to Plan and billing to start the plan, or to manage seats, invoices and payment once it is running. Admins only.

Import contacts / View contacts

Import contacts opens Contacts with the CSV import dialog already open. View contacts opens Contacts to see the people already in your workspace.

Add a teammate / Manage users

Goes to Users to add the people who sell with you. Admins only.

Connect a mailbox / Reconnect mailbox / Manage mailboxes

Goes to Email Accounts. Reconnect mailbox shows when your only mailbox needs signing in again.

Create a deal / Open pipeline

Create a deal opens your pipeline with the new deal form already open. Open pipeline goes to the pipeline to work your opportunities.

Common questions