Your first 10 minutes in Teamopipe

You don't need to import all your contacts or configure every setting before Teamopipe becomes useful. The fastest way to get value: create one real deal from an actual email you're managing right now.

Step 1 — set up your pipeline (2 min)

Settings → Pipelines → create a pipeline or edit the default one. Name your stages to match your real process. 3–5 stages is enough to start.

Step 2 — create your first deal (2 min)

Open Gmail → find an email from a real lead or client → click Create deal in the Teamopipe panel → name the deal → choose the stage → save. The deal appears in your pipeline and the email is linked.

Step 3 — add a task (1 min)

From the deal, open the Tasks tab → New Task → write what you need to do next (be specific) → set a due date → save. This is how follow-ups stop falling through the cracks.

That's it — repeat for other deals

Add your other active deals one by one over the next day or two. Add tasks for each. You'll have a working pipeline within the week without a big migration project.