Get new sales hires productive in your CRM in days, not weeks
Invite, assign a sales profile, teach Operations first—so day one is logging deals, not memorizing every screen.
24h
First logged deal
Typical new rep onboarding
3×
Faster ramp
Chat-first vs. admin UI tours
GTM
Repeatable play
Same habits managers already use
Productive from day one
Profiles, invites, and Operations as the front door.
New reps revert to notes apps when the official system feels slow or scary.
They land in a profile that shows what they need, learn /guide for how-to, and mirror the habits managers already use.
Access on day one
Invite or join code before they start.
Scoped profile
Edit deals and contacts—not full admin.
Learn by doing
Operations as the front door, not Setup tours.
Access
Before they log in
Account exists, profile assigned, conventions documented in /guide.
- Tenant workspace with your objects already defined
- Sales profile aligned to their book
- Shadow: watch the manager type, repeat the pattern
Growth
Expand access as they grow
Profiles change when someone moves into leadership or CS.
- Same member identity accumulates history
- Join codes scale hiring without IT tickets
- Setup training can wait until they need schema context
Questions
Short answers before you request access.
- Can they break production data?
- Profiles limit what they can edit. Start narrow, widen later.
- Invite vs. join code?
- Invite for known emails; join code for cohorts with admin approval.
- vs. Workspaces feature page?
- Workspaces explains mechanics. This is a new rep starting Monday.