Getting Started
The essentials for a brand-new workspace: set up your company profile, invite the team, learn the dashboard, shape your pipeline, and bring your data across.
On this page
Creating your workspace
Set up a new DealJourney workspace and configure the details that show up everywhere.
A workspace in DealJourney is an isolated environment for your company's data. Each user can belong to more than one workspace, and data (opportunities, contacts, invoices, reports) stays completely separate between them.
The first person to sign up creates the workspace. During onboarding you'll set your company name, primary contact details, and default currency. These show up across quotes, invoices, email templates, and reports, so it's worth getting them right the first time.
After your workspace is live, the Getting Started checklist walks you through the essentials: completing your company profile, importing existing contacts and pipeline data, connecting email, and inviting teammates.
What you'll configure
- Company name, address, and tax or VAT details (used on quotes and invoices)
- Default currency and locale
- Working calendar and time zone
- Brand colours and logo for customer-facing documents
Inviting team members
Add teammates to your workspace and assign the right level of access.
Team invitations are sent by email from the admin area. Invitees receive a link to set their password and land directly in your workspace, pre-assigned to the role you chose for them.
DealJourney uses three role tiers. Regular users can work with opportunities, contacts, tickets, and every page they have access to, but can't change tenant-wide settings. Tenant admins have full access to your workspace. They can invite and remove users, edit custom fields, change pipeline stages, connect integrations, and configure page-level access. Platform administrators are reserved for DealJourney staff; you won't assign this role yourself.
On top of roles, tenant admins can enable or disable specific pages per role. If your support team should see tickets but not opportunities, or finance should see invoices but not leads, you can configure that under Page Access.
When a teammate leaves, you can remove them from the workspace. The records they touched stay intact, but they can no longer sign in.
Touring the dashboard
Understand what each section of the home dashboard is telling you.
The dashboard is the first thing you see when you sign in. It combines the metrics that matter for the day, a live activity feed, and quick entry points into the work waiting for you.
The KPI row shows the numbers your team lives by: monthly recurring revenue, pipeline value, win rate, active customers, and more. These update in real time as opportunities move and deals close.
Today's schedule lists the calendar events, calls, and tasks scheduled for the current day, pulled from your connected calendar and the activities recorded inside DealJourney. Overdue items surface at the top so nothing slips.
The weighted pipeline visualises your forecast by applying each opportunity's probability to its value. It's the quickest sanity check on whether the quarter is on track. The activity feed below it shows what the rest of your team has been doing: closed deals, new leads, invoices sent, tickets resolved.
Setting up your first pipeline
Define the stages that match how your team actually sells.
Your pipeline is a sequence of stages each opportunity moves through, from first interest to a closed deal. DealJourney ships with a sensible default pipeline, typically Prospecting, Qualification, Proposal, Negotiation, Closed Won, and Closed Lost, but you'll want to tune it to match your sales motion.
A tenant admin can rename, reorder, add, and archive stages from Stage Management. Each stage has a default win probability used by the weighted pipeline view and revenue forecast. Terminal stages are marked as Won or Lost so reports treat them correctly.
New opportunities start in the first stage by default. You can drag an opportunity between stages in the Kanban view, change it inline from the list view, or update it on the detail page. All three are equivalent.
Importing your existing data
Bring contacts, companies, and pipeline data across from a CSV file.
DealJourney imports CSV files for contacts, customers, leads, opportunities, and products. The import flow reads your file, lets you map each column to a DealJourney field (including custom fields), and previews a sample row so you can catch mistakes before committing.
Each row becomes a record, and relationships are resolved automatically: if your contact rows reference a company name already in your workspace, they'll be linked to that customer rather than duplicating.
Imports run in the background. You'll get a summary at the end showing how many rows were created, how many were updated, and what failed validation, with a row-level reason so you can fix your source file and retry.