Set up your workspace

New workspaces open the setup wizard right after sign up. It is available on every plan. Only workspace admins can run it.

The steps

1. 1Company details: name, logo, industry, company size, base currency, workspace time zone and the month your fiscal year starts.
2. 2First pipeline: pick an industry template or keep the blank pipeline, then rename stages.
3. 3Bring your data in: import a CSV or Excel file, or use Migrate from another CRM. You can also skip this.
4. 4Invite teammates: enter an email and choose Member or Admin.
5. 5Optional add-ons: web form, website chat and help desk address. Items your plan does not include show a lock and the plan that has them.

Skip and come back later

• Select Skip for now on any step. Progress is saved for the whole workspace.
• To continue, go to Settings, then Workspace setup, and select Resume setup. A reminder also shows on the dashboard until setup is finished.

Getting started checklist

The dashboard shows a checklist: add your first contact, create a deal, invite a teammate, connect a web form, try an AI summary and install the app. Items tick themselves when the work is done. Select How to for help, or hide the checklist with the close button.

Tips on key screens

Contacts, Deals, Tasks, Reports, Tickets and Campaigns show a short tip on your first visit. Dismiss it and it stays hidden for you.