Create your account
- 1Go to the sign-in page and register with email and a password, or continue with Google.
- 2Confirm your email address if prompted.
- 3You land in onboarding, where you tell us about your business.
Complete onboarding
Onboarding captures the profile details that drive personalization: your name and contact info, business name, industry, stage, team size, revenue range, and top goals. You can change any of it later in Profile and Settings.
Set up your Command Center
- Today's Brief summarizes what changed and what needs you today.
- Needs Attention aggregates overdue tasks, pending requests, and stale relationships.
- Use Customize to reorder or hide widgets and pick your quick actions.
- Product tours and the onboarding checklist walk you through each area the first time.