Getting started

Getting started

Set up your workspace, import data and invite the team.

• Your free trial, and what happens when it endsWhat the trial includes, when you're charged, how to cancel, and what changes if you drop to Free.
• Set up your workspace in 30 minutesThe recommended first-day path: profile, team, import, pipeline, sending domain and a first automation.
• Import contacts and companies from CSVPrepare the file, map columns to fields, handle custom fields, and merge the duplicates it finds.