Start with your first business workflow

Prepare your workspace

Create your business workspace, verify your email and finish onboarding. Review your business type, currency, enabled modules and team permissions. Each business account keeps its own records; switch accounts before importing or entering data.

Choose one person to own the rollout. Start with the colleagues who perform one daily workflow, then expand after they can complete it confidently.

Import the records you need

Prepare a customer CSV with consistent names, emails and phone numbers. Open Contacts → Import, map the columns and review validation and duplicate handling. Start with a small, representative file before importing the rest.

Keep a copy of your source file. Review imported records before using them for invoices, campaigns or customer messages.

Choose the first workflow

Business	First workflow	Completion check
Agency or consultancy	Enquiry → assigned follow-up → customer → invoice or retainer payment	The owner, next action and recorded balance are visible.
Retailer	Standard product → opening stock → sale → actual payment → pickup or delivery	Product stock and the recorded balance match the transaction.
Salon or appointment-based service	Service → assigned staff and hours → booking → checkout → receipt	The appointment and actual payment appear on the customer record.

For retail, use separate standard products for each sellable option while the variant and multi-product bundle workflows are incomplete. An amount-only sale does not deduct product stock.

For laundry or other job-based services, confirm that the required operational stages are supported before replacing your existing job-tracking process.

Connect providers deliberately

Recording a payment does not collect money. Online payment collection needs an activated business payment connection. Email, messaging and advertising integrations require their own setup and authorization.

Confirm delivery with an appropriate real test before depending on a connection. Do not use customer addresses or charge a customer for a test without their authorization.

Review before expanding

Check that the team can find its work, complete the transaction and correct a mistake. Compare recorded stock, payments and outstanding amounts with the source records. Resolve missing data or permissions before inviting the wider team.

Create a business snapshot and retain your original records when making significant imports. Business snapshots recover supported missing records; they are not a full infrastructure backup or a way to overwrite newer changes.

Add the next workflow only after the first is being used consistently. Review paid plan capacity and any implementation or support agreement separately.