Work through the setup guide

Nu sätter vi upp din arbetsyta. Det tar bara en 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 Glömt lösenordet? using your signup email. The emailed link lets you choose your first password too.

Where to find it. Kom igång 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}} klart 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. Logga din första möjlighet — En möjlighet är en potentiell affär du driver med en kontakt. Lägg till en du jobbar med just nu, så släpper vi in den direkt i din pipeline så att du kan följa den till avslut. 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 dina befintliga kontakter — Har du redan en kontaktlista? Få in den en gång och du är klar. Importing beats typing: Get your existing customers in

3. Välj en färdig uppsättning. Choose a starting setup for your workspace. Applying one during signup or from the template library also completes this step.

4. Anpassa din arbetsyta — Välj språk, datumformat och utseende

5. Standardinställningar för arbetsytan — Valuta, tidszon och vilken typ av verksamhet du driver Currency in particular is worth getting right before any money is recorded.

6. Företagsprofil — Detta visas på fakturor och kunddokument. Du kan ändra det senare i Inställningar. Set your company details

7. Bjud in ditt team — Skicka en e-postinbjudan till dina kollegor. De får en länk för att gå med i din arbetsyta. Du kan alltid bjuda in fler senare under Inställningar. Invite your colleagues

8. Anslut din bokföring — Anslut ditt bokföringssystem så att kunder och fakturor hålls synkroniserade mellan DealJourney och din bokföring. Accounting and ERP integrations

Every step can wait. Hoppa över för nu moves past one without pretending you did it — a skipped step is marked Överhoppat rather than Klart, and you can come back to it. Nothing is locked behind finishing.

Leaving for good. Fortsätt det här senare, gå till översikten → closes the guide for now and keeps the pill in the top bar. Visa inte den här guiden 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.