How a workspace starts
- 01
People
Import contacts or add one person. Campaigns, inbox, and deals use that same record.
- 02
Mailbox
Connect SMTP. The server is checked before the mailbox is saved, and the password is never shown again.
- 03
Campaign
Write the steps, publish a version, and enroll contacts. Sends are queued, not fired from the page.
- 04
Follow-through
Replies, tasks, and deals stay attached to the person you already added.