Before you begin
The floating setup checklist on Dashboard tracks the same steps below. Admins complete required steps; optional steps depend on your plan and industry.
- Free plan: 1 seat, limited credits, no personal mailbox connect
- Pro: connect your own Gmail or Microsoft 365 mailbox
- Real estate: Listings and Meta Lead Ads appear after industry onboarding
Setup steps
- 1. Choose industry on first login — affects Forms templates and Listings visibility
- 2. Connect calendar — Integrations → Google Calendar, Outlook, or Calendly (required)
- 3. Connect email — Integrations → Email Integration (optional; Pro for your mailbox)
- 4. Set up phone & SMS — Integrations → Phone & SMS (optional; hidden for healthcare/legal)
- 4b. Connect Meta Lead Ads — Integrations → Meta Lead Ads (optional; real estate setup guide)
First actions
- 5. Add a lead — Leads → Add Lead (/dashboard/leads/new)
- 6. Create a lead capture form — Forms → New form (optional; recommended for real estate)
- 7. Schedule a meeting — Schedule → + → Meeting (/dashboard/calendar?create=meeting)
- 8. Send your first message — Inbox → compose (/dashboard/inbox?compose=1)
- 9. Create a task — Schedule → + → Task (/dashboard/calendar?create=task)
Activation milestones
Real estate brokerage: first form submission → lead assigned → cadence step sent.
B2B sales: first lead → first cadence enrollment or inbox reply.
Common issues
- Compose is disabled — connect email on Pro, or use a workspace default sender if your admin configured one
- Listings missing — confirm workspace industry is real estate during onboarding
- Checklist hidden — reopen from Dashboard; you can dismiss it anytime