Use the Start guide, and add or remove sample data

What happens at first login

Naffes first asks for your goal, then takes you to the matching tool with a short spotlight tour on the real controls:

If you are the workspace admin, a setup flow follows to connect a Google or Microsoft mailbox and describe your business, with an optional AI rewrite of the description.

Use the Start guide

1. 1

   Open the guide

   Click Start among the pinned items in the sidebar, or go straight to /start. The Start guide shows your progress, such as “2 of 6 done”.

2. 2

   Do the next step

   Under Next up you see the suggested step and why it matters, with a Start now button that opens the right screen. Examples include creating your first deal, inviting a teammate and connecting your mailbox.

3. 3

   Let steps tick themselves off

   There is nothing to tick by hand: a step is marked done as soon as the real thing exists in the workspace, and it moves to Behind you.

4. 4

   Add sample records (admins)

   On the Sample records to look at card, click Add sample records. Two companies, three contacts and two deals are added, each marked “(sample)” in its name.

5. 5

   Remove them when done

   Click Remove sample records to delete them all in one go; none of your real records are touched.

Tips for week one

• Use sample records to try what you would rather not try on real data, like dragging a deal between stages or marking it won, then remove them before inviting the team so they never reach your numbers.
• The home dashboard shows open pipeline, deals won this month, win rate and at-risk deals, so it is the quickest place to see the effect of what you entered.
• If you get lost, the sidebar pins Dashboard, Start, Inbox and Calendar, and the other screens are grouped under Sales, Activities, Service, Marketing and Insights.

A good next step after the guide: set up your pipeline and stages to match how you sell. For dashboards, see the dashboard feature page.

Questions