3 tasks left  (About 9 minutes)

• Name your deal pipeline

  Pipelines map how a deal moves from first hello to signed contract.

• Adjust your deal stages

  Match them to the sales process your team already runs.

• Add your first deal

  Deals track potential revenue as it moves through your pipeline.

• Connect your inbox

  Send and log email without leaving the record you are working in.

• Invite your teammates

  Try the new workspace out together before the quarter starts.

  About 1 minute
• Import your data

  Bring contacts, companies, and deals across in a single upload.

  About 6 minutes
• Save a filtered view

  Narrow to the deals you care about and pin the view to your sidebar.

  About 2 minutes