## 1. Sign in

Open CRM from the [daemn front page](/) and sign in. If you belong to more than one tenant, choose the one whose leads you want to work. If your account has no access to CRM yet, the page says so, and **Ask for access** sends the request to your tenant's Owners.

## 2. Bring in your leads

Open **Leads**.

1. To add one lead, create a **New lead** and fill in its details.
2. To bring in many, press **Import a CSV**. Match your file's columns, let CRM check the file, then run the import.

Adding and importing leads needs write access. If those actions are closed for you, ask an Owner.

## 3. Add your referrers

Open **Referrers** and press **New referrer** for each person or organization that sends leads your way. Every referrer here can be picked on a lead's record.

## 4. Set up the morning batch

Open **Settings** and choose how many leads a morning batch holds, between 1 and 50, and the time it lands. The batch is built the first time Today is opened after that time, and it stays the same for the rest of the day.

## 5. Work Today

Open **Today**. Work through the batch: for each lead, **Log a call**, **Write an email**, or **Skip today**. The call log and the email open over Today, so you keep your place, and a skip can be undone. Open a lead to see its full record and move its stage. When you want the big picture, open **Pipeline** or **Insights**.

Press ⌘K on a Mac, or Ctrl+K on Windows and Linux, at any time to search.