Set up your workspace in about 10 minutes
Walk the guided setup once — workspace, team, response promises, CRM — and land on a dashboard that already knows how your business runs.
What you’ll achieve
A configured workspace: your team structure, lifecycle stages, response promises, and data connection in place — with every choice safe to revisit later under Admin.
Why this matters
A half-configured tool becomes shelf-ware in a month. Ten focused minutes now is the difference between “another dashboard nobody opens” and a system your team actually plans around.
Before you start
- A SalesSynq account (workspace owner or admin).
The steps
- 1
Start the guided setup
After sign-up you land in onboarding — look for the “10-minute setup” badge. Progress saves automatically, so you can close the tab at any point and resume where you left off.
- 2
Describe your workspace and team
The first two steps — “Your workspace” and “Teams & journey” — capture your organization, locations, team functions, and the lifecycle stages your deals move through. This is what makes every score and warning speak your language.
- 3
Bring in your people (or skip for now)
“Bring in your people” imports your directory so deals can have owners and warnings can reach the right person. It is skippable — you can invite people one by one later.
- 4
Set your response promises
The “Response promises” step applies a preset for how fast your team commits to responding when something needs attention. Pick the closest preset; fine-tuning lives under Admin → Policies → Service levels later.
- 5
Connect your CRM
The “Connect CRM” step links your source of truth. If you are not ready, skip it — you can always start with a spreadsheet upload instead (next guide).
- 6
Review the setup, then finish
Review the choices you made, finish the guided setup, and select “Open your dashboard”. Settings that remain available during private beta are labelled in the product; unavailable capabilities are not presented as onboarding benefits.
You’re done when
- You see “You’re all set” and land on your dashboard.
- Your lifecycle stages and team functions look like your business, not a template.
Do it in your own workspace
Use this guide in an approved private-beta workspace after connecting a supported source; availability and setup depend on your data and configuration.
Private beta access is invite-only and requires approval.