In 10 minutes you can have your organisation set up, your first contact added, a deal or project on the go and your team invited. Here's the quickest route.
Go to the sign-up page and enter your first name, last name, email and a password. Or choose Continue with Google or Continue with LinkedIn.
Tick the box to agree to the terms of service and privacy policy, then select Create account.
Open the verification email we send you and follow the link.
More on this in Sign in and security.
Your organisation is where your team, contacts and work live. The setup takes 3 short steps:
Create your organisation: give it a name and a slug.
Organisation basics: pick your industry, country, timezone and currency.
Invite your team: add email addresses now, or select Skip for now.
If someone has already invited you, you'll see their invitation first, and you can accept it instead. See Set up your organisation.
As an owner, you'll see a Getting Started card on your dashboard and a Getting Started item in the sidebar. Each step has a button that opens the right place, and ticks itself off once you've done it:
Invite your team
Create a task
Add a contact
Create a deal
Create a project
Update your planner
Select Create new at the top of the page, then Contact.
Fill in the details and save.
Read Contacts overview to learn how people and companies fit together.
Track work you're pitching for as a deal, or plan work you've already won as a project.
Select Create new, then Deal or Project.
Give it a name and fill in the rest.
Find out more in Deals, Proposals, Projects and Tasks.
Select your organisation's name at the top of the sidebar, then Manage organisation.
Open Members.
Under Invite a teammate, enter their email, choose a role and select Invite.
See Members and roles for what each role can do.
When you're ready, open Mission Control from the sidebar to set your Moonshot goal and break it into Missions. Start with the Mission Control overview.
Press ⌘K (Ctrl+K on Windows) to search or run a command from anywhere. See Search and shortcuts.
Only owners see the Getting Started checklist. You can skip Invite your team, or select Skip all to hide the checklist for good.
Finishing every step earns your organisation its first medal.
