Set up your workspace on the welcome screen

After you create a workspace, Mesy shows a welcome screen once. Its three short steps pick a look, bring in your first records and invite your team. Skip any step; the Get started checklist on your dashboard picks up whatever you leave for later. People who join from an invitation don’t see the welcome screen.

Move through the steps

A row of three dots at the top shows where you are. Back returns to the previous step, and Skip at the top ends the welcome screen and opens your home page. Once you finish or skip, Mesy doesn’t show the screen again.

Step 1: check your record types and choose a look

The first step greets you by name and lists the record types your template set up, such as Contact, Company and Deal for General CRM. Under Choose your look there are two themes, Modern and Comfortable, each with a short description. Clicking one applies it straight away and saves it to your account. Click Continue to go on.

Step 2: add your first records

The second step is titled Add your first followed by your main record type, for example Add your first Contact. You have three ways in:

• Import CSV opens the Import Contacts dialog (named for your type). When the import lands rows, the welcome screen moves on to the invite step.
• From another CRM opens Import from another CRM, which also moves you on after a successful import.
• Add manually ends the welcome screen and opens that record type’s list page, where you add records by hand.

Skip for now goes to the invite step without adding anything.

If you chose the Blank / Custom template there are no record types yet, so this step reads Your workspace is a blank canvas. It offers From another CRM, Go to dashboard and Skip for now.

Step 3: invite your team

The last step, Invite your team, makes a shareable link so teammates can join and set their own password. To create one:

1. Choose Member, Manager or Admin from the role list.
2. Click Generate link. The link appears with a copy button beside it.
3. Click Regenerate if you want a fresh link with a different role.
4. Click Finish (or Skip). Mesy opens your home page.

A link made here is an open invite: anyone who has it can join with the role you chose, until it expires after 7 days. To invite a named person, or to see and revoke pending invitations, go to Admin and open the Organization tab.

Finish the Get started checklist

Finishing the welcome screen opens the dashboard grid of your home page. From your next sign-in a new workspace opens on the Chat section, with the grid a scroll below. The default dashboard has a Get started card with a count such as 1 of 4. Each item ticks itself off from what’s in the workspace, so there’s nothing to mark done by hand:

• Add your first Contact (named for your main type) is done once that type has a record. Add records opens its list page.
• Set up your Deal pipeline appears for admins when the workspace has a deal-type record type. It’s done once the type has a stage field with stages. Set up opens the Schema tab in Admin.
• Connect email & calendar is done once Gmail, Outlook or a calendar is connected. Connect opens the Inbox.
• Invite your team appears for managers and admins and is done once the workspace has more than one member. Invite opens the Organization tab in Admin.

The card hides itself when every item shown is done. To hide it earlier, click the X on the card; it doesn’t come back.