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Getting your workspace set up
How to bring your data in, shape the records around your business, and decide who can see what. Written against the product as it actually behaves.
Importing your data
Bring contacts, companies and deals into Spodus from a CSV or spreadsheet: mapping columns, how duplicates are matched, and the order to import in.
Read3 min read
Customizing fields and stages
Add custom fields, rename or create record types, and reshape pipeline stages in Spodus, without writing code or waiting on a roadmap.
Read2 min read
User management
Invite people to your Spodus workspace, choose from five roles, and set what each person can see and do across boards and records.
Read3 min read
