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Set up your sales pipeline stages and lost reasons in sales settings.

General Sales Settings: Pipeline Stages, Lost Reasons, and Default Deal Probability

Set up multiple sales pipelines and customize their stages to monitor how leads move through your sales process.

Setting up Your Sales Pipelines

Sales Pipeline Setup and Configuration

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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