Getting Started
Set up your account, invite your team, and connect your channels.
5
Published guides
3
Suggested starting guides
2
Related product areas
What you will find in this section
Use these guides to move from setup to execution without guessing the next step. Most articles include clear instructions, time estimates, and common fixes.
The Getting Started section is meant to help teams standardize how they configure and operate this part of HelloGrowthCRM. That is especially useful when multiple admins, managers, or onboarding owners need a repeatable reference instead of one-off explanations in chat or meetings.
Because this category connects to 2 related product areas, these guides are best read as part of a broader workflow rather than as isolated feature notes.
Step-by-step execution
Follow practical walkthroughs for the exact task you are trying to complete in this category.
Quick onboarding help
Start with the suggested guides below if you are new to this workflow or rolling it out for a team.
Troubleshooting and next steps
Review related features and contact support if the guide does not match your setup or edge case.
Start with these guides
These are the fastest entry points into the Getting Started section.
How to set up your HelloGrowthCRM account
Setting up your HelloGrowthCRM account takes about five minutes — we'll walk through creating your workspace, verifying your domain, choosing your plan tier, and confirming your billing region (INR for India, USD elsewhere).
How to invite your team to HelloGrowthCRM
Invite teammates to HelloGrowthCRM in under a minute each — we'll cover one-at-a-time invites, bulk CSV invites, and how to assign the right role.
How to connect your email inbox to HelloGrowthCRM
Connecting your inbox to HelloGrowthCRM lets every email you send and receive automatically log against the right lead — no copy-paste, no BCC tricks.
All guides in this category
Browse every published article below. Open the one that best matches your current task, setup issue, or workflow question.
How to set up your HelloGrowthCRM account
Setting up your HelloGrowthCRM account takes about five minutes — we'll walk through creating your workspace, verifying your domain, choosing your plan tier, and confirming your billing region (INR for India, USD elsewhere).
5 min readbeginnerHow to invite your team to HelloGrowthCRM
Invite teammates to HelloGrowthCRM in under a minute each — we'll cover one-at-a-time invites, bulk CSV invites, and how to assign the right role.
6 min readbeginnerHow to connect your email inbox to HelloGrowthCRM
Connecting your inbox to HelloGrowthCRM lets every email you send and receive automatically log against the right lead — no copy-paste, no BCC tricks.
4 min readbeginnerHow to import your first 100 leads into HelloGrowthCRM
Importing your first 100 leads is the fastest way to see HelloGrowthCRM come to life — CSV import, field mapping, dedupe-on-import, and bulk owner assignment.
8 min readbeginnerHow to set up your first sales pipeline in HelloGrowthCRM
Setting up your first pipeline takes about seven minutes — pick stages, configure win probabilities for forecasting, customize the deal card, and walk through moving your first deal across the kanban view.
7 min readbeginner
Getting the most from the Getting Started guides
Read with a concrete task in mind rather than browsing front to back. Each article opens with what you will need and how long it takes, so you can judge in ten seconds whether it matches your situation. Where a step depends on a choice made elsewhere — pipeline stages, lead fields, user roles — the article links back to the prerequisite guide instead of repeating it.
If you are rolling this area out to a whole team, do the configuration yourself first, then share the relevant article links in your team chat as the reference for reps. That keeps everyone executing the same way and gives new joiners a self-serve path during onboarding. Anything the guides do not cover for your edge case is worth a quick message to support before you improvise a workaround.
See related features
Need help beyond the docs?
If this section does not fully cover your workflow, contact our team for setup help, onboarding support, or guidance on the best way to configure this area in HelloGrowthCRM.