GETTING STARTED WITH BASE: YOUR DAY 0 CHECKLIST

Welcome to Base! We're excited to have you onboard and to help get you up and running as fast as possible, so you can blow past the competition. Β Get started with Base by completing these 3 quick and easy steps:

1) Add people to your account Β πŸ‘©β€πŸ’» πŸ‘¨β€πŸ’»

We have found that people who add prospects or customers to Base right away close 15x deals over their next two months! You don't need a massive lead list to get started with Base. Easily add a few contacts by clicking on the +Lead or +Contact buttons, import a list of people or sync your contacts from Google.Β 

Start by adding your Leads or Contacts now so that you can begin building your pipeline.

2) Stop manual data entry Β πŸ“§

Have your emails magically sync with Base! The #1 complaint from sales reps is how much time they spend manually entering data into their CRM. Connect your email to automatically sync conversations with all of your Leads, Contacts, and Deals.

3) Never miss an important event πŸ“†

Have full visibility of any upcoming appointments with your team's Leads, Contacts or Deals. In one brief step, you can sync all of your calendar appointments from Gmail or Outlook to Base! Providing full visibility of your upcoming appointments within the context of your CRM.


Finish setting these up, and you'll be on the road to your best quarter ever! Β πŸš€πŸš€πŸš€

What’s next?

Have Questions? Just click the green chat icon at the bottom right of your screen, we're here to help get you up and running quickly!

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