Setting up your account

Setup is one connection plus a few settings. In order:

1. Connect your calendar at Account > Profile, the Connected Calendar card. From then on every meeting on your calendar with a video link gets the notetaker. See Connecting your calendar.
2. On the same Profile page, pick your Meeting Platform: Google Meet, Zoom, Microsoft Teams, or a link you paste. Set My booking hours if prospects will book time with you (on an Individual plan, Booking hours is on Setup).
3. Tell it what you sell, under Setup. The Exec finds it under Admin. On an Individual plan it is the Setup item in the Account group. Products & Services turns closed deals into revenue numbers. Activity Goals is one business target, and every rep and team dashboard measures against its share of it.
4. On a team, the account owner (the Exec) adds people at Admin > Users and creates teams at Admin > Teams. You pick a role and a Sales Seat, on or off, for each person as you add them. See Inviting team members.
5. Add your leads: on the Leads page, from a capture link, or by importing from your CRM (HubSpot, Salesforce, Pipedrive or Zoho, under Setup).

Two more settings under Account: Notifications, to choose what reaches you, and Security, for two-factor authentication and your signed-in devices. Then book your first call from the Calendar page.