Get set up

How to use this page

1. 1

   Open the checklist

   In the sidebar, open Onboarding and click Get set up. Clicking the Onboarding folder itself also opens this page. Once the plan is running, workspace members also land here after signing in until every required step is done. Admins of a running plan see a Continue setup card on Plan and billing too.

2. 2

   Work through the steps

   Each step shows a number, a title and one line on what to do or what is already there. The next open required step is outlined and its button is highlighted. Click the button to go to the page where you finish that step, then come back to see it checked off.

3. 3

   Start your plan

   Click Start your plan to pick your seats and add a card in Stripe Checkout on Plan and billing. It counts as done once your plan is in a free trial, active or past due.

4. 4

   Import contacts and connect a mailbox

   Import contacts opens Contacts with the CSV import already open, so you can pick your file and map the columns before anything is saved. Once you have contacts, View contacts opens the plain Contacts page. Connect a mailbox opens Email Accounts so you can connect Google or Microsoft 365 and send from your own address.

5. 5

   Check your sending domain

   This step appears after Connect a mailbox when a connected mailbox sends from your company domain, such as you@yourcompany.com. Each domain shows Ready to send or Records missing, with a pass or fail mark for MX, SPF, DKIM and DMARC. For each missing record, the step lists the type, host and, when it is a standard value, the value to add for Google Workspace or Microsoft 365. For DKIM and some MX records it tells you which admin page generates the value. Add the records where you manage your domain, then click Check again. A domain that was never checked is checked once when the page opens.

6. 6

   Add your mailing address

   Click Add mailing address to open Plan and billing with the Mailing address on your emails editor already open. Fill in the address, then click Save. Campaigns wait to send until it is saved. Once done, the button reads View mailing address. Only workspace admins can do this step.

7. 7

   Set your email signature

   Click Set your signature to open Signatures. Pick one of the default signatures or write a custom one, then click Save Signature. Until you do, your emails sign off with only your name, so add your title, company and website so people know who is writing. The step checks off once your workspace has its own saved signature or a default you picked. Once done, the button reads Edit signature.

8. 8

   Connect your calendar and create a booking link

   Click Connect your calendar to open Scheduling, then connect Google or Microsoft 365 so booked meetings land on your calendar and only your open times are offered. If the connection lapses, the button reads Reconnect calendar. Next, click Create a booking link. It opens the same page scrolled to the Your booking links card, where you click Add New Calendar Link, pick a meeting length and the hours you take meetings, and save. Both steps come before your first campaign so its emails can carry the link. Once done, the buttons read Manage calendar and Manage booking links.

9. 9

   Launch your first campaign

   Click Create a campaign to open Campaigns. Create a campaign, add the contacts you want to reach, write your emails and launch it. A new campaign starts paused, so creating one does not check this step off; it counts once the campaign is running, finished or has sent an email. Once done, the button reads Open campaigns.

10. 10

    Create your first deal

    Click Create a deal to open your pipeline with the new deal form already open, then enter the deal name and click Create. Once you have a deal, Open pipeline opens the pipeline as usual. When every required step is done, the page title changes to Your workspace is ready.

11. 11

    Invite a teammate (optional)

    If others sell with you, click Add a teammate to open Users; each person uses one seat. This step shows done once someone joins, but it is optional and never holds up setup. For how roles and seats work, choose Teammates and seats under Get help.

What the buttons do

Progress bar and done count

Shows how many required steps are done, for example 2 of 9 done, or 2 of 10 when the sending domain step is shown. The optional teammate step is not counted.

Optional tag

Marks Invite a teammate. Optional steps show done or open but do not count toward setup being complete.

Get help

Next to Stuck on a step or have a question? under the progress bar. Opens a short menu: How billing works opens the billing explanation on Plan and billing, How sending works opens the "How campaign sending works" article right here, Teammates and seats opens the "Teammates, roles and seats" article on Plan and billing, Getting started opens the "Getting started and moving from HubSpot" article right here, and Ask our team opens the feedback form so you can send a question. Replies show under My feedback. SalesHive staff see a Staff view note here instead.

Moving from HubSpot

Beside Get help under the progress bar. Opens a side panel with the "Getting started and moving from HubSpot" article: what each setup step is for, then how to move from HubSpot in order (export contacts and deals as CSV, import contacts first, set up your deal stages, then import deals with their companies), plus your calendar, booking links and inbox. Use the links at the top of the panel to jump to a topic, and Close or Escape to close it. Getting started in Get help on other pages brings you here with it open. Every member of the workspace can open it.

How sending works

Beside Moving from HubSpot under the progress bar. Opens a side panel with the "How campaign sending works" article: how many emails each mailbox can send a day and how that limit grows, the DNS records your domain needs, address checks before a first email, pauses for bounces and unsubscribes, your mailing address and unsubscribes. Use the links at the top of the panel to jump to a topic, and Close or Escape to close it. Every member of the workspace can open it.

Start your plan / Open Plan and billing

Goes to Plan and billing to start the plan, or to manage seats, invoices and payment once it is running. Admins only.

Import contacts / View contacts

Import contacts opens Contacts with the CSV import dialog already open. View contacts opens Contacts to see the people already in your workspace.

Connect a mailbox / Reconnect mailbox / Manage mailboxes

Goes to Email Accounts. Reconnect mailbox shows when your only mailbox needs signing in again.

Check again

Inside the Check your sending domain step. Checks your mailbox domains' DNS records again and refreshes the results. A failing domain is rechecked at most every couple of minutes and a passing one at most once a week, so a quick second click may say there is nothing new yet. It only reads DNS and never changes your records.

Add mailing address / View mailing address

Goes to Plan and billing, scrolled to the Mailing address on your emails card. For an admin, the address editor opens once on arrival. Admins only.

Set your signature / Edit signature

Goes to Signatures, where you pick a default signature or write your own and save it.

Connect your calendar / Reconnect calendar / Manage calendar

Goes to Scheduling, where you connect Google or Microsoft 365. Reconnect calendar shows when the calendar was disconnected and needs signing in again.

Create a booking link / Manage booking links

Goes to Scheduling, scrolled to the Your booking links card, where you create, edit and copy booking links.

Create a campaign / Open campaigns

Goes to Campaigns, where you create, fill and launch outbound email campaigns.

Create a deal / Open pipeline

Create a deal opens your pipeline with the new deal form already open. Open pipeline goes to the pipeline to work your opportunities.

Add a teammate / Manage users

Goes to Users to add the people who sell with you. Admins only.

Common questions