Private CRM pilot onboarding
Configure real workspace inputs without simulated success.
Step 1
Create the first supported CRM records.
Quick Add stores a contact. New Opportunity places a linked record in the workspace pipeline. Neither workflow sends a message.
Step 2
Connect an inbox only when you are ready.
Provider authorization and IMAP setup live on the supported Inboxes page. No connection is implied until that page reports an active inbox.
Open InboxesStep 3
Queue a real scan from Opportunities.
LeadLeak will require an authenticated workspace and an active inbox. This onboarding page does not animate or fabricate scan progress.
Open OpportunitiesStep 4
Review only persisted workspace results.
Opportunity and insight counts remain zero until the backend returns real workspace records. No sample revenue or completed scan is presented as fact.