Getting Started

1 – Flag Titles

Flag Titles (decision-makers or “flags”) include:
Mr., Ms., Miss, Master, Professor, Doctor…

They may vary depending on your professional environment.
You can choose and customize them as needed.

Create a flag title

Once you’ve created the different titles, here’s what you’ll see..

Flags title list

Estimated setup time: 2 minutes.

2 – Choose Your Currencies

We provide the most commonly used Deal Currencies.
If a currency you need is missing, contact our support team and we’ll add it immediately.

Choose your reference currency first.
This reference currency is used to compare all your deals in a single standard currency.
Exchange rates are updated regularly.

In the example below:
1 – The selected reference currency is the Euro.
2 – It is marked as the Reference Currency.
3 – Its exchange rate is set to 1.

Create deal currency

Once the reference currency is created, here’s what you’ll see.

Deal currencies list

You can then add any other currencies in which your deals are denominated.
Note: you can only have one reference currency at any given time for all users.

Estimated setup time: 5 minutes, depending on the number of currencies.

3 – Sales Stages

You can define the Sales Stages that best match your business process.

Create Deal Stage

Once you’ve created these stages, here’s what you’ll see.

Deal stages

Estimated setup time: 5 minutes.

4 – Create Your Users

If you’re working solo, there’s nothing to configure here

If you manage a team, you can create your Users here.

Create User

Once your users are created, here’s what you’ll see.

Users List

Estimated setup time: 5 minutes, depending on the number of users.

Total estimated time for completing these 4 “Getting Started” steps: 15 minutes.
And you’re ready to start working!