Choosing your industry configuration
Your industry sets the terminology, pipeline stages, quote structure and dashboards you start with. It can be adjusted after setup.
Help Centre
Getting Started
Set up your account, your team and your industry configuration.
Inviting your team
Administrators invite users by email and give each a role that controls what they can see and do.
Turning modules on and off
Modules are enabled for your account according to your subscription. Administrators control which roles can use each one.
Importing existing data
Contacts, companies, leads and products can be imported from CSV files.
Setting up your company details
Add your business details, logo and defaults so they appear on quotes and proposals.
Detailed step-by-step documentation is available inside Toolbase. Contact support if you need a hand.