Workspace setup checklist

Setting things up in this order means each step can use the one before it. For example, segments can use health scores, and playbooks can trigger from segments.

1. Create your product workspace. See Creating and managing products.
2. Connect your CRM and conversation tools so companies and contacts flow in. See Integrations overview.
3. Define your pipeline stages in Settings > Stages. See Managing stages.
4. Add any custom fields your team needs. See Custom fields.
5. Create health score signals. See Creating health score signals.
6. Build segments for the groups you work with most. See Creating segments.
7. Create onboarding templates and your first playbook. See Onboarding project templates and Creating a playbook.
8. Choose who gets notified and where. See Notification settings.