Getting started with Inai Connect

1Sign in for the first time

Start by checking that you can reach your workspace.

1. Open the sign-in link you received from your administrator or the inaivia team.
2. Enter your Email address and Password, then select Sign in.
3. Select Forgot password? on the same page if you need to reset your password.
4. Your Dashboard shows your pipeline, leads, tasks and follow-ups once you have data.

2Set up your company

You will find everything below in Settings. Start with the General area.

1. In Company Settings, add your organisation details, bank accounts and tax numbers.
2. In Currencies, set your base currency, and add any others you sell in.
3. In Business Hours, add your working hours and holidays.
4. In Customization, open Pipelines & Stages and match the stages to how you sell.
5. Add your letterhead and logo in Quote Branding, and your standard terms in Terms & Conditions.
6. In Channels, connect your Email Accounts so you can send email from Inai Connect.

3Invite your team

Set up access before you bring in customer data.

1. In Settings, under General, open Users & Team and invite your team members.
2. Under Security Control, open Roles & Permissions and check that each role has the right access.
3. Use Record Visibility if salespeople should only see records for their territory or team.
4. In Sign-in & Security, set your password rules and two-factor sign-in.

Tip: Set record visibility before you import. That way, customer data is limited to the right people from the first day.

4Bring in your data

Import in this order, so people are linked to the right companies.

1. Open Accounts and select Import to bring in your companies from CSV or Excel.
2. Open Contacts and select Import to bring in your people.
3. Open Leads and select Import to bring in your open enquiries.
4. Add your products and prices in Products.
5. Check Duplicate Management in Settings to find and clean up duplicates.

Tip: Try the import with a few rows first. Add any custom fields you need before you import, so the data has somewhere to go.