> ## Documentation Index
> Fetch the complete documentation index at: https://docs.operate.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> Get up and running with Operate in minutes

# Onboarding

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

## Create your account

1. Visit [operate.so](https://operate.so) and sign up
2. Create or join an organization

## 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

## 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.

## What's next?

Once onboarding is complete, check out [Operate 101](/help/getting-started/operate-101) for a quick tour of the core concepts.