Work through the setup guide

Lad os sætte dit arbejdsområde op. Det tager kun et minut.

After you enter the emailed verification code during free-trial signup, you are signed in automatically. A confirmation tells you that your account and workspace are ready; you do not need to sign in again or choose a password before getting started. To return without a password, use Sign in with an emailed code. If you later need a password, open the login page and choose Glemt adgangskoden? using your signup email. The emailed link lets you choose your first password too.

Where to find it. Opsætning opens on its own after you sign up. Once you have left it, a small setup pill sits in the top bar next to the notifications bell showing how many steps are left; clicking it lists them and takes you back. {{done}} af {{total}} fuldført shows the count at the top of the page itself.

One step is open at a time, and the guide opens the first one you have not finished yet — so you can close the page whenever you like and come back to exactly where you stopped. You can finish the steps in the guide or anywhere else in the app. The guide checks the result: an existing opportunity or contact, an applied starting setup, saved personal preferences and workspace defaults, a company profile, a team invitation or another team member, and a connected accounting system. Opening the setup pill checks progress again; you do not have to repeat work you already completed. Skipped steps stay separate from completed steps.

1. Log dit første tilbud — Et tilbud er et potentielt salg, du forfølger med en kontakt. Tilføj et, du arbejder på lige nu, så lægger vi det direkte i din pipeline, så du kan følge det til lukning. This is first on purpose: it puts one real deal into the system in under a minute, and a real deal teaches you more about whether the stages fit your process than any amount of planning. Create an opportunity

2. Tag dine eksisterende kontakter med — Har du allerede en kontaktliste? Få den ind én gang, så er du færdig. Importing beats typing: Get your existing customers in

3. Vælg en færdig opsætning. Choose a starting setup for your workspace. Applying one during signup or from the template library also completes this step.

4. Tilpas dit arbejdsområde — Vælg sprog, datoformat og udseende

5. Arbejdsområdestandarder — Valuta, tidszone og hvilken type virksomhed du driver Currency in particular is worth getting right before any money is recorded.

6. Firmaprofil — Dette vises på fakturaer og kundedokumenter. Du kan ændre det senere i Indstillinger. Set your company details

7. Inviter dit team — Send en mailinvitation til dine kolleger. De får et link til at blive en del af dit arbejdsområde. Du kan altid invitere flere senere under Indstillinger. Invite your colleagues

8. Forbind dit regnskab — Forbind dit regnskabssystem, så kunder og fakturaer holdes synkroniseret mellem DealJourney og din bogføring. Accounting and ERP integrations

Every step can wait. Spring over for nu moves past one without pretending you did it — a skipped step is marked Sprunget over rather than Færdig, and you can come back to it. Nothing is locked behind finishing.

Leaving for good. Fortsæt det her senere, gå til overblikket → closes the guide for now and keeps the pill in the top bar. Vis ikke denne guide igen removes both, permanently. That one is reversible: the same page offers to turn the guide back on if you change your mind.

The step people skip and regret is inviting the team. A CRM one person uses is a spreadsheet with extra clicks; the value shows up when the next person can see what you did.