Set up your CRM

Open CRM, then Templates and setup. Choose how to start:

• Start blank. Companies, people and deals with a name. You add every field yourself.
• Basic CRM. The fields most teams need, a six-stage pipeline and the usual views.
• Built for your sector. Fields, stages, views and automations for one trade.
• Just add lists. List templates on top of whatever you already have.

Every start is a template in the same format, so you can change any field, stage or view afterwards. Walking through the setup changes nothing until you press Apply, and Apply can be undone.