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Quick Start Guide

This guide walks you through setting up Heffl for the first time. By the end, you’ll have your workspace configured and ready to use.

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Step 1: Create your workspace

1. Go to app.heffl.com and sign up with your email
2. Enter your organization name
3. Select your country and currency

Your workspace is now ready. Heffl will create default settings based on your country, including tax rates and currency formatting.

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Step 2: Invite your team

Go to Settings > Users to add team members.

1. Click Invite User
2. Enter their email address
3. Assign a role:
   • Owner - Full access to everything including billing
   • Admin - Full access except billing and team deletion
   • Member - Access based on assigned permission sets

Each team member will receive an email invitation to join your workspace.

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Step 3: Import your contacts

If you have existing contacts, you can import them in bulk.

1. Go to CRM > Contacts
2. Click Import
3. Upload a CSV file with your contact data
4. Map the CSV columns to Heffl fields
5. Review and confirm the import

Heffl supports importing up to 1,000 contacts at a time. You can include names, emails, phone numbers, addresses, and tags.

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Step 4: Configure your deal pipeline

Customize your sales pipeline to match your process.

1. Go to CRM > Deals
2. Click the pipeline settings icon
3. Add, rename, or reorder stages
4. Set probability percentages for each stage

Every pipeline needs at least one Active, one Won, and one Lost stage.

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Step 5: Connect your email

Link your email to send messages directly from Heffl.

1. Go to Settings > Integrations
2. Choose your email provider: Gmail, Outlook, Zoho Mail, or Custom SMTP
3. Follow the authentication flow
4. Select whether to connect for yourself or the entire team

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Step 6: Set up your invoice template

Customize how your invoices and quotations look.

1. Go to Settings > Document Templates
2. Edit the default template or create a new one
3. Add your company logo, address, and payment terms
4. Configure line item columns and footer text

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What’s next?

Now that your workspace is set up, explore these core features:

• Managing contacts and companies
• Working with deals and pipelines
• Creating invoices
• Setting up automations