Getting Started

This guide walks you through the essential first steps.

1. Your Dashboard

After logging in, you'll see your organization's dashboard with:

• Leads — Track potential customers
• Deals — Manage your sales pipeline
• Contacts — Store customer information
• Projects — Track work in progress

2. Navigation

Use the sidebar to access different sections. The top-right user menu provides quick access to:

• Account settings
• Documentation
• Color mode preferences
• Logout

3. Quick Actions

• Create a Lead: Click "New Lead" from the Leads page
• Add a Deal: Click "New Deal" and assign it to a pipeline stage
• Import Contacts: Use the import feature in Contacts

Next Steps

• Manage Projects
• Configure Email Integration
• Customize Pipelines
• Set Up Roles & Permissions