Setting up a new workspace

There is one setup guide, reachable in two places: the page itself, and a pill in the top bar that takes you back to it.

Setup is what you meet the first time you sign in. Let's get your workspace set up. This only takes a minute. It opens the first step you have not finished, one at a time, and each step does its work in place rather than sending you somewhere else:

• Company profile — Used on invoices and customer-facing documents
• Workspace defaults — Currency, timezone, and what kind of business you run
• Personalize Your Workspace — Set your language, date format, and appearance
• Invite Your Team — Add team members so you can collaborate
• Bring your existing contacts — Import a CSV of contacts and customers so you start with real data
• Connect your accounting — Sync customers and invoices with your accounting system
• Log your first opportunity — An opportunity is a potential sale you’re working on — add one so your pipeline isn’t empty

Every step can be skipped — Skip for now — and Skip setup and go to dashboard → leaves the whole thing. Nothing is lost: each step is a normal settings page you can come back to.

The setup pill in the top bar is the same guide, from anywhere else in the app. It sits next to the notifications bell, shows how many steps are left, and opens a short list you can jump back into. It disappears once you finish or dismiss the guide, so a half-done setup stays visible without nagging somebody who is already up and running. See Work through the setup guide.

The order that actually works: log one real deal, then bring in the contacts you already have, and only then spend time on settings, pipelines and automation.

The most common way to make a bad start is to configure custom fields, pipelines and automation before there is a single real customer in the system. Get real data in first — the shape you need becomes obvious, and you will not have to undo guesses.