This guide walks you from signup to your first deal and next actions.
1. Create or join a workspace
After signup you will create a workspace (or accept an invite). Your workspace has its own contacts, businesses, deals, pipelines, and tasks. Invite teammates from Settings and then Team.
2. Create your first pipeline (or use the default)
Go to Pipelines. On Base you get one shared pipeline; on Premium you can create more (including private ones). Each pipeline starts with three stages: New, Won, Lost. You can add stages (e.g. "Proposal sent", "Negotiation") and group them as Open, Won, or Lost. You can always refine stages later.
3. Add a contact and (optional) a business
Go to Contacts and click Add Contact. Enter a name and email. Optionally create a Business (company) and link the contact to it so you see company context on the contact and on deals.
4. Create your first deal
Go to Deals and click Add Deal. Pick the pipeline and stage (usually "New"), name the deal, set a value if you want, and link one or more contacts and optionally a business. Save. The deal appears on the pipeline board and you can drag it between stages.
5. Add next actions so something happens next
Open the deal (or contact). In the Tasks section, add a task: e.g. "Send proposal by Friday." Set a due date and owner. That task shows up on the Dashboard under "Today's tasks" and in Tasks so you or the owner do not forget.
6. Run your day from the dashboard
The Dashboard shows overdue tasks, tasks due today, open deals value, and contacts count. Use "Today's tasks" and Tasks to work through next actions. Move deals through stages as they progress.