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IN THIS ARTICLE

Step by step guide for setting up your new space

CONTENTS

Overview

Once you’ve created your space, you will be redirected into your first deal, and given the option to take a quick introductory tour.

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Once you have completed the tour, you can explore the sample deal, or navigate to the Pipeline to access additional guides and resources.

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1. Setup your rate card

Before you can create a proper deal, you should define a rate card. To access your rate card, either start the Roles tour in the Getting Started panel**,** or navigate to Roles in the main navigation.

Rate cards contain all your resources (people), and their cost, price and margin.

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Add a role