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Quick Start

This guide will help you get started with SellerCockpit quickly.

Step 1: Create an Account

  1. Navigate to the sign up page
  2. Enter your email and create a password
  3. Verify your email address

Step 2: Set Up Your Organization

After signing in, you’ll be prompted to:

  1. Enter your company information
  2. Invite team members
  3. Configure your sales pipeline stages

Step 3: Import Your Contacts

You can import contacts via:

  • CSV file upload
  • Manual entry
  • API integration

Step 4: Configure Integrations

Set up optional integrations:

  • Twilio Calling - Add your Twilio credentials for VoIP calling
  • Google Calendar - Connect your calendar for automatic meeting sync
  • Email Sync - Connect your email account

Next Steps