Getting Started

Welcome to Portal. This guide gets you up and running in 5 minutes.

Quick Setup

1. Create Your Account

  1. Go to the registration page
  2. Enter your name, email, and password
  3. You'll be taken to your new workspace

2. Complete Your Profile

  1. Click your avatar in the top-right corner
  2. Select Profile
  3. Add your profile photo and details

3. Invite Team Members

  1. Click your workspace name in the sidebar
  2. Select Team Settings
  3. Click Invite Member
  4. Enter their email address and select a role

Core Concepts

Portal organizes your customer data into five connected entities:

| Entity | Purpose | Example | |--------|---------|---------| | Companies | Organizations you work with | Acme Corporation | | People | Contacts at companies | John Doe, CEO at Acme | | Opportunities | Deals in your sales pipeline | Q1 Enterprise Contract | | Tasks | Actions to complete | Follow up on proposal | | Notes | Important information to remember | Meeting notes from call |

How they connect:

  • People belong to Companies
  • Opportunities link to Companies and People
  • Tasks and Notes can be attached to any record

Your First Actions

Add a Company

  1. Click Companies in the sidebar
  2. Click New Company (top right)
  3. Enter the company name (required)
  4. Add optional details: website, address, phone
  5. Click Create

Add a Contact

  1. Open the company you just created
  2. In the People section, click Create People
  3. Enter the contact's name (required)
  4. Add their email, phone, and title
  5. Click Create

Create an Opportunity

  1. Click Opportunities in the sidebar
  2. Click New Opportunity
  3. Enter the opportunity name
  4. Select the Company and Contact
  5. Click Create

Add a Follow-Up Task

  1. Open your opportunity
  2. In the Tasks section, click Create Task
  3. Enter a title (e.g., "Send proposal")
  4. Set a due date and priority
  5. Assign it to yourself or a team member
  6. Click Create

Custom Fields

Every entity supports custom fields for tracking data specific to your business.

To manage custom fields:

  1. Click the Settings icon in the sidebar
  2. Select Custom Fields
  3. Choose the entity type (Companies, People, etc.)
  4. Add, edit, or reorder fields

Field types available:

  • Text, Number, Date, Email, URL
  • Select (dropdown), Multi-select
  • Boolean (yes/no)

Import Existing Data

Already have data in spreadsheets? Import it directly.

  1. Go to any entity list (Companies, People, etc.)
  2. Click Import in the header
  3. Upload your CSV file
  4. Map columns to Portal fields
  5. Review and import

See the Import Guide for detailed instructions and CSV templates.

Daily Workflow

Start of day:

  • Check your Tasks for today's priorities
  • Review any new Opportunities

Throughout the day:

  • Update records after customer interactions
  • Add Notes to capture important details
  • Create Tasks for follow-ups

End of day:

  • Ensure all activities are logged
  • Update opportunity stages as needed

What's Next

  • Import data → See the Import Guide
  • Customize fields → Settings > Custom Fields
  • Integrate via API → API Reference (coming soon)