Let's get the core setup done quickly so you can focus on what matters: your customers.

1. 1

   Account Setup & Verification

   After signing up, check your inbox for a confirmation email. Click the link to verify your account and set up your company details, including your business name and time zone.

2. 2

   Invite Your Team

   Go to **Settings > Users** to invite your team members. You can assign different roles like Admin, Sales Manager, or Sales Rep to control access permissions and responsibilities.

3. 3

   Import Your Data

   Don't start from scratch! Use our **Data Importer** to quickly upload your existing leads and contacts from a **CSV file** or directly from other CRMs like HubSpot or Zoho.

4. 4

   Connect Your Email

   For a seamless workflow, connect your Gmail or Outlook account. This allows you to automatically log emails and send communications directly from Fairforse CRM.

Once the basics are set, take a moment to customize Fairforse for your unique process.

• Customize Your Pipeline

  Drag and drop stages to match your sales process and visualize your deals.

• Explore Our Integrations

  Visit the Integrations page to connect with your favorite tools like WhatsApp and Zoom.

• Set Up Workflows

  Automate repetitive tasks like sending welcome emails or assigning new leads.

• Learn About Reporting

  Dive into your dashboard to track team performance and sales metrics.