Getting started

Create your account, set up your company in a few short steps, choose a plan, and join a company you've been invited to.

The sidebar, the + button, search, your profile menu and Settings, and where to find each part of the CRM.

Fill your CRM with demo leads, deals, contacts and activities to explore it, then remove them all in one click.

What each plan includes, from record limits and automation to storage, and what happens when you reach a limit.

Update your name and phone, and choose how dates, times and numbers look to you.

Choose which emails you get when leads, deals, tasks, meetings and calls are assigned to you or change.