Sales quickstart guide
The cleanest public-launch path for Gixo Sales is simple: one team, one mailbox, one sequence, one enrolled prospect, and one Today queue that tells you what matters next.
What you need before you start
Keep the initial setup narrow. The first goal is a working outbound loop, not a fully customized sales stack.
Make sure the correct team is active before creating prospects or sequences. Gixo Sales is team-scoped by default for shared work.
Start with one Gmail or Microsoft 365 mailbox for the team. That keeps sends, sync, and reply review coherent during the first rollout.
Pick one team, one sequence, and one batch of prospects. Public rollout confidence comes from one clean loop working well, not from maximum breadth on day one.
Setup flow
Follow these steps in order. Each one makes the next surface in Sales actually useful.
What happens after setup
Once the basics are in place, the operating loop should feel narrow and obvious.
Use Today to review replies, spot paused enrollments, and handle follow-ups or drafts that are ready to send.
When synced replies arrive, Inbox is where the team links unresolved messages, reviews matched threads, and generates recommended follow-up drafts.
Use Prospects to manage person context, enrollments, and quick messages without jumping back into a heavy CRM admin surface.