Getting started

Set up your workspace, bring your contacts in, connect your inbox and meet Lexi.

Create your workspace and invite your teamSign in for the first time, let Lexi set up your firm's workspace, then invite colleagues as members or admins.
Import contacts and companies from CSV or HubSpotBring your existing contacts, companies and deals into LeadLex from a CSV file or straight from HubSpot.
Connect Gmail or Outlook, and Google CalendarLink your mailbox and calendar so LeadLex can match email and meetings to your clients, and learn the other ways to get email into your CRM.
Meet Lexi: what to delegate on day oneHow to open Lexi, how much freedom to give it, and the first jobs worth handing over once your mailbox is connected.