You signed up. You imported your contacts. Now what? Here's the path from “leads sitting in a table” to “leads moving through a real pipeline” — typically 45 minutes of focused work.
1. Customize your pipeline (5 min)
Go to CRM → Settings → Pipeline stages. Rename to match how you actually sell. Add stage colors. Mark “Converted” and “Lost” as closed stages.
2. Import your leads (10 min)
CRM → Import. Drag your CSV. Map columns. We dedup on email — re-importing won't create duplicates. Pay attention to the source column; you'll thank yourself later.
3. Tag aggressively (10 min)
Bulk-select leads. Apply tags by source, interest, temperature. Tags drive everything downstream — segments, sequences, ad audiences.
4. Build your first segment (10 min)
Segments are saved filters. Start with “Warm leads in pipeline, last activity > 14 days”. This is the segment you'll feed to a re-engagement sequence next.
5. Wire up the first sequence (10 min)
Trigger: tag warm added. Step 1: email. Step 2: wait 3 days. Step 3: condition (opened?). Two-branch outcome. Done.