During the first week, the team should not try to configure every possible module. The target is operational clarity: contacts are being added, the inbox is being worked, a simple pipeline is moving, and the main communication channels are connected.
A healthy first week means the team can answer basic questions fast: who owns this lead, what is the latest conversation, what stage is the deal in, and what follow-up is due next.
Key points
- Keep the first pipeline simple.
- Connect only the inbox channels the team will actually use now.
- Review the help center and release notes before assuming a new workflow is wrong.