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Getting started in your workspace

Your first login, the layout of the dashboard, and the fastest route to a first sale.

Your first login What you see the first time you sign in, and the four setup steps to work through first. Finding your way around The navigation groups, what lives inside each one, and the tools in the top bar. The dashboard explained Every part of your workspace home: the greeting, the four KPI cards, activity and quick actions. Quick search and shortcuts Use the command palette to jump anywhere or find any record, and manage the notifications bell. Launch checklist A practical order of work from empty workspace to first sale, with the exact pages for each step.