Your setup checklist
The Finish setting up card on Today, which steps it lists for your start choice, and how each one gets ticked off.
Until setup is complete, Today shows a Finish setting up card with how many steps you have done and the next one to do. Click the button on the card to go straight to that step.
Click Show all to see every step, and Hide to fold the list away again. The card disappears once every step on it is done.
The steps
| Step | Where it takes you | Done when |
|---|---|---|
| Add or import contacts | The import screen | You have at least one contact of your own (demo contacts don’t count) |
| Explore your pipeline | Pipeline | You click it |
| Customize your pipeline | Pipeline, to name your buying and selling stages | You click it |
| Connect your email | Settings > Email | A mailbox is connected |
| Set your notifications | Settings > Notifications | You click it |
| Complete your profile | Settings > Profile | Your profile has both a Mobile phone and a Company |
Which steps you see
The list depends on what you chose in setup step 3:
- Explore with demo data: add or import contacts, explore your pipeline, connect your email, complete your profile.
- Import my contacts: explore your pipeline, customize your pipeline, connect your email, set your notifications, complete your profile.
- Start clean: all six steps.