Getting started

Create your workspace

Set up your company workspace, industry, timezone, and base preferences in under five minutes.

5 min readUpdated June 2026

Before you begin

Sign up with your work email. Use your legal company name so invoices and security workflows stay consistent.

If you are replacing another CRM, keep one admin from your current system available while you map fields.

Pro tip

Create a sandbox workspace first if you are migrating. Validate field mapping before touching production data.

First login

  • Confirm company name and workspace slug
  • Choose industry — controls Forms templates, Listings visibility, and setup guide steps
  • Set business timezone and first day of week
  • Upload logo and default sender display name (Settings → Company)
Suggested naming
Workspace: Northwind Sales
Default sender: Jane @ Northwind
Timezone: America/Toronto

Default behaviors

  • Define default lead owner (round-robin or fixed assignee where configured)
  • Review notification defaults under Settings
  • Invite at least one backup admin before go-live

Common issues

  • Wrong industry — contact an admin; changing industry may affect templates and Listings
  • Timezone off — fix in Settings → Company so meetings and cadence sends align

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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