Work through the setup guide

La oss sette opp arbeidsområdet ditt. Det tar bare et minutt.

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 passordet? using your signup email. The emailed link lets you choose your first password too.

Where to find it. Oppsett 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}} av {{total}} fullført 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. Logg din første mulighet — En mulighet er et potensielt salg du forfølger med en kontakt. Legg til en du jobber med nå, så legger vi den rett i pipelinen din så du kan følge den til signering. 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. Ta med eksisterende kontakter — Har du allerede en kontaktliste? Få den inn én gang, så er du ferdig. Importing beats typing: Get your existing customers in

3. Velg et ferdig oppsett. Choose a starting setup for your workspace. Applying one during signup or from the template library also completes this step.

4. Tilpass arbeidsområdet — Velg språk, datoformat og utseende

5. Arbeidsområde-standarder — Valuta, tidssone og hvilken type virksomhet du driver Currency in particular is worth getting right before any money is recorded.

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

7. Inviter teamet ditt — Send en e-postinvitasjon til kollegaene dine. De får en lenke for å bli med i arbeidsområdet ditt. Du kan alltid invitere flere senere fra Innstillinger. Invite your colleagues

8. Koble til regnskapet ditt — Koble til regnskapssystemet ditt så kunder og fakturaer holder seg synkronisert mellom DealJourney og regnskapet. Accounting and ERP integrations

Every step can wait. Hopp over for nå moves past one without pretending you did it — a skipped step is marked Hoppet over rather than Ferdig, and you can come back to it. Nothing is locked behind finishing.

Leaving for good. Fortsett dette senere, gå til dashbordet → closes the guide for now and keeps the pill in the top bar. Ikke vis denne guiden igjen 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.