Before you begin
Sign up with your work email and 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 from another CRM. You can validate field mapping before touching production data.
Workspace setup checklist
- Set workspace name, logo, and default sender display name
- Set business timezone and first day of week
- Define default lead owner behavior
- Invite at least one backup admin
Suggested naming format
Workspace: Northwind Sales
Default sender: Jane @ Northwind
Timezone: America/Toronto