Get your CRM platform up and running in under 15 minutes with this step-by-step guide.
Follow these essential steps to configure your CRM and start managing contacts and deals immediately.
Get your CRM platform up and running in under 15 minutes. This guide will walk you through the essential setup steps to start managing your contacts and deals immediately.
Make sure you have:
Set up your company information, time zone, and currency settings to personalize your experience.
Navigate to Settings → Profile
Click the gear icon in the top navigation
Upload your company logo
Recommended size: 200x200px, PNG or JPG
Set your timezone and currency
This affects all dates and financial data
Configure notification preferences
Choose how you want to be notified about activities
Upload your existing contact database via CSV or connect your email provider for automatic sync.
Upload a CSV file with your contacts
Connect Gmail, Outlook, or other providers
Configure your sales stages, deal types, and pipeline workflow to match your sales process.
Customize stages to match your process
Add, remove, or rename stages as needed
Set win probability for each stage
Helps with accurate forecasting
Integrate your email provider to track communications and automate follow-ups.
Gmail
Outlook
SMTP
Begin adding your sales opportunities and tracking them through your pipeline.
Learn about automation, reporting, and integrations to maximize your productivity.
Make sure your CSV file has the correct headers: "Name", "Email", "Phone", "Company"
Enable 2-factor authentication and generate an app-specific password for Gmail/Outlook
