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      • Step 0: Learn the foundations
      • Step 1: Connect your CRM
      • Step 2: Set your properties
      • Step 3: Add content to library
      • Step 4: Invite your team
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  1. Start Guide

Workspace setup

Start here when setting up your first workspace

NextStep 0: Learn the foundations

Last updated 6 months ago

Follow our helpful start guide to get your workspace set up:

🧑‍🤝‍🧑
Step 0: Learn the foundations
Step 1: Connect your CRM
Step 2: Set your properties
Step 3: Add content to library
Step 4: Invite your team