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 contact or lead — Contacts / Leads → Add (/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 → contact assigned → cadence step sent.
B2B sales: first lead → first cadence enrollment or inbox reply.
What you should see
By the end, Dashboard should show progress on setup, at least one contact or lead should exist, and you should know where to connect email, calendar, phone, forms, and cadences.
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