> ## Documentation Index
> Fetch the complete documentation index at: https://flow9.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your workspace

> The Onboarding page gathers workspace setup, activation tips, and guides in one place. It is optional and never blocks you from using Funnel.

**Onboarding** is the setup home for a new workspace. It lives at
**/onboarding** and collects everything worth doing in your first sessions
onto a single page, with a progress hero at the top showing how far along you
are.

<Note>
  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.
</Note>

## What's on the page

### Set up your workspace

The core checklist:

| Step                              | What it covers                                                                                        |
| --------------------------------- | ----------------------------------------------------------------------------------------------------- |
| **Complete your company profile** | Your company identity in [Settings](/admin/overview). Company admins can edit the company name there. |
| **Invite your team**              | Add users and give them roles. See [Users, roles & permissions](/admin/users-and-roles).              |
| **Configure your pipeline**       | Lead and deal statuses that match how you sell. See [Customize your workspace](/admin/customization). |
| **Connect email & calendar**      | Link Gmail and Google Calendar. See [Email & calendar](/guide/email-and-calendar).                    |
| **Get a phone number**            | A number for AI voice, SMS, and fax. See [Phone numbers](/guide/ai-campaigns/phone-numbers).          |

<Info>
  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.
</Info>

### 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**.

<Note>
  Onboarding replaces the pages previously called **Launchpad** and **CRM
  Setup**. Those names are retired, and their old links redirect to
  **/onboarding**.
</Note>

## Where to go next

* [Quickstart](/guide/quickstart): take one lead from capture to a won deal.
* [Tour the dashboard](/guide/dashboard-tour)
* [Your trial and demo data](/guide/trial-and-demo-data)