---
title: Your first 15 minutes
description: Five things to do after setup so Relivo starts working for you, from importing contacts to adding a lead form to your website.
search:
  keywords: [quick start, first steps, what to do first, getting started guide, setup guide, new user, checklist]
related:
  - /getting-started/your-setup-checklist
  - /import-and-export
  - /email-and-inbox
  - /notifications
  - /lead-capture
---

Five short tasks get your contacts in, your email connected and new leads flowing. Do them in this order; each one takes a few minutes.

1. **Bring in your contacts**

    On **Contacts**, click **Import**. Upload a CSV file exported from your old CRM or a spreadsheet, match its columns under **Map columns**, check the **Preview**, and import. See [Import and export](/import-and-export).

2. **Connect your email**

    Open **Settings** > **Email** and, under **Connect a mailbox**, choose **Gmail**, **Outlook / Microsoft 365** or **Other provider (IMAP / SMTP)**. Email you send from Relivo then leaves from your own address. See [Email and Inbox](/email-and-inbox).

3. **Get a text when a new lead arrives**

    Add your **Mobile phone** in **Settings** > **Profile** and click **Save changes**. Then open **Settings** > **Notifications** and turn on **Text** for **New leads**. Click **Save changes** again. See [Notifications](/notifications).

4. **Add a lead form to your website**

    Open **Capture** > **Lead forms**, click **New form**, give it a **Form name** and click **Create form**. Then click **Embed code** and paste the code into your website. Each submission arrives as a new lead, or is added to the contact if they are already in Relivo. See [Lead capture](/lead-capture).

5. **Name your deal stages**

    Open **Pipeline**, then on the **Buying** and **Selling** boards hover over a stage, open its menu and choose **Rename stage** to name it the way you work. See [Pipeline and deals](/pipeline-and-deals).

From then on, start each day on **Today**. It puts new leads, inquiries waiting for a reply, contacts going quiet and tasks coming due in one ranked list.