Onboarding is entirely optional. Nothing on the page blocks you from using
Funnel. Skip it, work through part of it, or come back to it weeks later.
What’s on the page
Set up your workspace
The core checklist:The Connect email & calendar step has no skip control on the checklist.
Connecting is still optional, and leaving it unconnected does not stop you
from using the rest of Funnel.
Recommended next steps
Activation suggestions for what to try once the basics are in place.Learn Funnel
Guide cards that link into the walkthroughs for each part of the product.Finding it later
- The progress ring around your avatar at the bottom of the left sidebar shows how much of onboarding is done.
- While onboarding is incomplete, the avatar menu carries a Complete onboarding (n%) item that takes you straight back to the page.
- You can also reach it from Settings → Company overview → Open onboarding.
Onboarding replaces the pages previously called Launchpad and CRM
Setup. Those names are retired, and their old links redirect to
/onboarding.
Where to go next
- Quickstart: take one lead from capture to a won deal.
- Tour the dashboard
- Your trial and demo data