The Onboarding page (/settings/onboarding) tracks setup steps so you can get your workspace production-ready as quickly as possible. Each step unlocks more capability in Winnerr.
Setup checklist
The checklist guides you through every integration and configuration that matters:
Returning to setup steps
You can revisit any completed step at any time. If you skipped something earlier — like connecting your Google Calendar — just click the step to resume.
Resetting onboarding
Admins can reset onboarding progress for new team members by navigating to their member record in Organization → Members and clicking Reset Onboarding.
The fastest path to value is: connect your phone → import your contacts → build one workflow. You can be fully operational in under 30 minutes.
