Guides · Trial
Week one: make the board tell the truth.
Do not spend the trial “evaluating CRM.” Spend it catching a quiet deal and sending one real quote. If those two things are not better than your sheet, leave. If they are, you will already know before day 30.
After you set a password
You land on My Stats — open leads, follow-ups due today, live pipeline, quota. That screen is items you control, not a wallpaper of charts. Designed team boards live under CRM → Dashboards when you want them.
Invite the people who actually own deals. A CRM with one user is a diary.
Job 1 — Put live deals on the board
Ten opportunities is enough. Not last year’s archive. The deals you would defend in this month’s forecast. Company, amount, stage, owner, next action if you have one. Skip perfect data. Perfect data is how teams never leave Excel.
If you sell from a sheet, copy the columns that hurt: name, value, stage, owner. Historic notes can wait. Motion first.
Job 2 — Open the stalled-deal queue
Professional flags opportunities that have gone quiet. That queue is the point of the trial. Sit with it before you decorate dashboards. Each quiet card gets a dated next action or it is disqualified. Guide: why deals stall.
If the queue is empty because everything was updated yesterday in a panic, wait four days and look again. Aging needs time. The trial is 30 days so you can see a real week of silence.
Job 3 — Send one quote from a deal
Pick a live opportunity. Build the quote from line items. PDF from the record. When it is accepted, generate the order. If this is slower than Word, we have failed you. If it is faster, you have already replaced the scavenger hunt. Guide: quotes from the deal.
What can wait
- Custom dashboards for the whole company — one Monday view is enough at first.
- App designer, extra territories, Timesheet, Expense — those are Enterprise. Do not evaluate them on day two.
- Importing five years of dead leads. It will make the board look busy and the forecast worse.
Monday of week two
Run the pipeline meeting on the board. Screen-share Saleslox, not a slide. If someone says the number is different in their sheet, change the card or drop the sheet. There is not a third option that stays honest.
Billing is in the app when you want to keep Pro, step down to Basic, or step up to Enterprise. You will get a reminder three days before the trial ends, and one the day before. Card details are entered there — not on this site.