All documentation pages with this tag.
What Xcellerate OPS is, how a workspace is organised and where to start reading.
Sign up, confirm your e-mail address and choose the permanent address of your workspace.
Five short screens about your business preconfigure features, teams and regional settings.
Use the setup guide and status chips on the Settings landing page to see what is still missing.
Import companies, contacts, deals and tickets from CSV files or from another PSA, CRM or project tool.
