Resources / Onboarding

A 60-day Team trial, not a six-month implementation.

Start with intake, the queue, and one pipeline. CSV import of contacts and leads is in workspace settings.

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Week one: get leads in

Connect a source or import a list. The queue should have work on day one.

Week two: follow up and pipeline

Turn on email sequences, assign ownership, and move leads through pipeline stages. An in-app tour walks signed-in members through the same path.