The getting started guide
The steps in the sidebar that take a new account to a card that brings in clients.
The guide at the bottom of the sidebar shows how far along you are and the next step. Click it to see every step; each one opens the page where you do it.
Steps tick themselves off as you go, from what your workspace actually has: a card, a photo, a way to reach you, the card published and opened by someone, your first lead, how you hear about leads, your team invited (for company owners and admins) and a chip linked.
You can hide the guide from its menu, and bring it back from “Show setup checklist” on the home page. Once everything is done it goes away on its own.
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