A new workspace should start with the basics: invite the team, confirm the organization name, decide how leads should enter the system, and choose the main inbox channels the team will use first.
For most organizations, the first-day setup should focus on contacts, inbox, sender email, integrations, and one simple pipeline that the team can actually use. Over-configuring the system on day one usually slows adoption.
Key points
- Invite the team members who need access.
- Review the pipeline stages you want to use first.
- Connect inbox channels such as email or WhatsApp.
- Add sender domains or mailboxes if your team sends outbound email.
- Open the help center and release notes pages to see the latest workflow changes.