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Quickstart

Before you start

You need a workspace address and access instructions from your administrator. Public self-service signup is not available yet. Trial terms will be published when they are confirmed.

For a staging evaluation, use sample records until your administrator confirms that the deployment is ready for customer data.

Open your workspace

  1. Open the workspace address supplied by your administrator.
  2. Follow your invitation or select an enabled sign-in method.
  3. Confirm that the workspace name matches the team you intend to join.

If your invitation has expired, ask your administrator for a new one. Account creation and third-party sign-in methods depend on the deployment configuration.

Review your data model

Start with People, Companies, and Opportunities to understand how records connect. Review the existing objects and fields before you import data.

If your role permits changes, use the workspace settings to add fields or custom objects. Agree on required fields with your team before you change the shared data model.

Learn about objects and fields.

Import a small sample

Prepare a CSV file and review the field mapping before you start the import. Use a small sample first, then check the resulting records and relationships. Resolve import errors before you load the rest of your data.

Follow the data migration guide.

Create a useful view

Choose a table or pipeline view that fits your work. Apply filters and select the fields your team needs to see.

Learn about views and pipelines.

Check enabled connections

Ask your administrator which email, calendar, and business integrations are enabled for this workspace. Connect an account only after its provider setup and access requirements are confirmed.

Review email and calendar capabilities.

Next steps