Quick Start Guide

Get your LeanGrid workspace up and running in under 5 minutes.

1. Create Your Account

1. Go to app.getleangrid.com and click Get Started.
2. Enter your email and choose a password.
3. Verify your email address.

No credit card is required. All features are included from day one.

2. Create Your Organization

After signing in, you'll be prompted to create your first organization — this is your team's shared workspace where all contacts, deals, tasks, and projects live.

• Choose a name that represents your company or team.
• You can create additional organizations later from the sidebar.

3. Set Up a Deal Type

Before adding deals, create at least one deal type in Settings → Deal Types:

1. Click New Deal Type and give it a name (e.g., "Software License" or "Consulting").
2. Optionally add custom fields specific to this type of deal (e.g., "Contract Value", "Renewal Date").

Deal types act as templates that define the structure of your deals.

4. Invite Your Team

Go to Settings → Team to invite colleagues:

1. Click Invite Member.
2. Enter their email address.
3. Choose a role: Admin or User.

Invited members receive an email link to join your organization.

5. Add Your First Contact

Navigate to Contacts and click New Contact:

• Choose Company or Person as the contact type.
• Fill in the basic details — name, email, phone, address.
• Person contacts can be linked to a company contact as an employee.

6. Create a Deal

Go to Deals and click New Deal:

• Select the deal type you created in step 3.
• Give it a title and optionally link it to a contact.
• Fill in any custom fields defined on the deal type.
• The deal starts with Open status.

What's Next?

• Core Concepts — Understand organizations, contacts, and deals.
• Managing Deals — Learn about deal types and custom fields.
• Team Roles — Understand permissions for Owner, Admin, and User roles.