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Onboarding

Welcome to Operate. This guide walks you through the initial setup so you can start managing your sales pipeline right away.

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Create your account

  1. Visit operate.so and sign up
  2. Create or join an organization

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Set up your workspace

Once you’re in, you’ll be guided through a few quick steps:
  • Invite your team — Add teammates so everyone has access to your shared pipeline
  • Connect your email — Link your email account to automatically capture communication history
  • Connect your calendar — Sync meetings to keep your CRM up to date without manual entry
  • Connect Slack — Get deal updates and next step reminders where your team already works

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Import your data

If you’re coming from another CRM or a spreadsheet, you can import your existing companies, contacts, and deals during onboarding. Operate supports CSV imports and direct migrations from popular tools.

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What’s next?

Once onboarding is complete, check out Operate 101 for a quick tour of the core concepts.