> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saleslyt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get SalesLyt up and running in under 5 minutes.

## Signup

**1. Create your account**

Go to [app.saleslyt.com](https://app.saleslyt.com) and sign up with Google, Microsoft, or email.

**2. Choose a trial**

Pick **30 days** (with card) or **7 days** (without card). Both include full access — unlimited contacts, email integration, custom objects, API. You can change plan or billing interval anytime.

**3. Create your workspace**

After payment confirmation via Stripe, you'll set up your workspace name and user profile. You can cancel anytime.

[Creating a workspace](https://player.vimeo.com/video/1185227242?autoplay=1\&loop=1\&autopause=0\&background=1\&app_id=58479)

## Configure your workspace

Once you're in, three steps to make SalesLyt yours:

### 1. Connect your mailbox

Go to **Settings → Accounts** and connect your Google or Microsoft account. SalesLyt will import your emails and calendar events, and auto-create contacts from interactions. Using another provider? You can add mailboxes via SMTP or calendars via CalDAV from the same page.

> [!NOTE]
>
> Start here — connecting a mailbox gives your team immediate value with real data before you customize anything else.

[Connect your mailbox](https://player.vimeo.com/video/1185416821?autoplay=1\&loop=1\&autopause=0\&background=1\&app_id=58479)

### 2. Shape your data model

Go to **Settings → Data Model** to create custom objects and fields. A few things to know:

* Custom objects and fields are **unlimited on all plans** — no upsell.
* **People, Companies, and Opportunities** are the objects that show synced emails and meetings. Use them as your base and add fields to categorize (e.g., a `Person Type` field) rather than creating separate objects that won't have email history.
* Two People can't share the same email. Two Companies can't share the same domain.
* You can deactivate standard fields/objects you don't need, and hide fields from views without deleting them.

[Data Model reference →](https://docs.saleslyt.com/user-guide/data-model/overview.md)

[Shape your data model](https://player.vimeo.com/video/1185416793?autoplay=1\&loop=1\&autopause=0\&background=1\&app_id=58479)

### 3. Import your data

Use the Command Menu (`Cmd+K` / `Ctrl+K`) to import People, Companies, Opportunities, or any custom object via CSV. Download the sample file first to see the expected format. Limit files to 10k records and deduplicate emails/domains before importing.

[Data Migration guide →](https://docs.saleslyt.com/user-guide/data-migration/overview.md)

[Import your data](https://player.vimeo.com/video/1185416775?autoplay=1\&loop=1\&autopause=0\&background=1\&app_id=58479)

## Next steps

> [card] [Learn the layout](https://docs.saleslyt.com/getting-started/core-concepts/layout.md)
>
> Navigation, views, command menu, side panel.

> [card] [Build Workflows](https://docs.saleslyt.com/user-guide/workflows/overview.md)
>
> Automate your business processes.

> [card] [Create Views](https://docs.saleslyt.com/user-guide/layout/overview.md)
>
> Table, kanban, calendar — filter and sort your data.

> [card] [Import your data](https://docs.saleslyt.com/user-guide/data-migration/overview.md)
>
> Bring in your companies, contacts and deals from CSV files.


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