Getting Started
Learn the basics and get up and running quickly
How to Create Your First Lead
3 min
Learn how to add and manage leads in SalesOS
Importing Leads from CSV
4 min
Bulk import leads from spreadsheets and CSV files
Setting Up Your Pipeline Stages
3 min
Customize your sales pipeline for your workflow
Configuring Email Integration
4 min
Connect your email account to send messages from SalesOS
Understanding Your Dashboard
3 min
Navigate the SalesOS dashboard and key features