---
title: Your setup checklist
description: The Finish setting up card on Today, which steps it lists for your start choice, and how each one gets ticked off.
search:
  keywords: [checklist, onboarding checklist, finish setting up, getting started tasks, progress, setup progress]
related:
  - /getting-started/your-first-15-minutes
  - /getting-started/choose-how-to-start
  - /today
---

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.

:::tip
**Complete your profile** stays open until both **Mobile phone** and **Company** are filled in under **Settings** > **Profile**. The mobile phone is also where new-lead texts go.
:::