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Name your workspace
This is the home for your contacts, pipeline and team. You can rename it any time in Settings.
Tip: you can add an optional password later in Settings → Security.
Invite your teammates
Teammates get their own sign-in — no passwords for them either, just an email code. On Solo this step is a preview: team members arrive with the Team plan.
Bring your contacts with you
Start from your real client list, not from zero. Import a CSV file — or bring everything from your Less Annoying CRM export, including notes, tasks and pipeline history.