Complete these setup tasks to get started
Step 1
Import a file or sync contacts directly from the apps your business uses.
Here are some videos covering instructions and best practices.
Step 2
Store and display the contact details that your team needs.
This article has all the details you need to get set up quickly.
Step 3
Invite your team to assign tasks and manage customer interactions.
See how to add users and assign permissions.
Step 4
Connect your inbox to collaborate faster, all in one place.
Discover how to connect your email, calendar, and more in these videos.
Step 5
Capture visits to your website, and store activity in your CRM.
Read this article for easy-to-follow setup instructions.