Your first hour in the Sales Dashboard

A new account starts genuinely empty: no sample data, nothing invented. The Getting started list on the Overview tab walks you through filling it. Each step opens the screen where you do it, and ticks itself off from what is actually in your workspace — not from which buttons you pressed.

Before you get here

After you create your account there are three optional questions about your trade, your customers and what you need most (Setting up your workspace). Answer them, or choose Complete later. Then Stripe Checkout takes your card, and your seven-day trial starts when Checkout is complete (The free trial).

1. Review your workspace setup

Shows what setup created, what it kept, and what your answers recommend now. Only the account owner sees this step.

2. Add your first contact

Opens the new lead form. You can also bring an existing list in — see Importing contacts.

3. Move a lead to its next stage

Opens the Pipeline board. Drag a card into the next stage; this is how you tell the system where work stands.

4. One step for what you need most

The last step follows your answer to What do you need most right now?

• Organizing customers and leads — import your existing contact list.
• Getting new leads — record a quote on a lead (opens your newest lead).
• Invoicing and payments — connect Stripe on the Payments tab, so the invoices you create in Stripe show here.
• Contacting customers — email a customer from their contact page. Email from Kirk One is part of Premium and needs your mailbox connected first; on Starter the step is to add a note after a call instead.

If you skipped the questions, the last step is importing your contact list.