Your first day

Setting up a new workspace

1. Complete Settings → General and Business Profile — these appear on customer documents.
2. Invite your team and give each person a role.
3. Connect the channel your enquiries actually arrive on — usually WhatsApp or Facebook Lead Ads.
4. Add the fields you need in Settings → Custom Fields.
5. Set your pipeline stages to match how you really sell.

Joining an existing workspace

1. Open Mission Control to see what needs doing.
2. Open Follow-ups so nothing due today is missed.
3. Read one prospect's history end to end — it teaches you how your team works.
4. Set your notification preferences.