Quick Start Guide

Create your account

Getting started with Ingegno takes just a few minutes.

1. Go to app.ingegno.cloud
2. Create your account with your email address and a password
3. Confirm your email by clicking the link we send you
4. You'll be taken to your Dashboard

Explore the Dashboard

After signing in, you land on the Dashboard. Here you'll find:

• KPI cards at the top — new leads this month, active proposals, upcoming activities, and unread notifications
• Quick Actions — shortcuts to create a new lead, a new proposal, check your inbox, view your pipeline, manage team members, or open settings
• Recent Activities — your latest tasks and interactions
• Upcoming Activities — what's coming next on your schedule
• Notifications — recent updates from your workspace

Add your first lead

Let's add a contact to your CRM:

1. Click Leads in the left sidebar
2. Click the + Create Lead button (top right)
3. Fill in the basic information:

• Name
• Email
• Phone (optional)
• Company (optional)

1. Click Save

Your first lead is now in the system. You can see it in the lead table with its status set to "New" and a score of "Low: 0".

Create your first pipeline

Now let's set up a sales pipeline to track your leads:

1. Click Pipelines in the left sidebar
2. You'll see the pipeline list. You can use the default "First Contact" pipeline or create a new one
3. To create a new pipeline, click + Create Pipeline or use Use Template to start from a template
4. Once created, click on the pipeline card to open the Kanban Board
5. Your pipeline will have stages (columns) where you can drag and drop leads as they progress

Each stage has a probability percentage that indicates how likely a lead in that stage is to convert.

Connect your email

To see emails linked to your leads and clients:

1. Click the chat icon on the far-left sidebar to access the Channels section
2. Or go to Settings > Integrations tab > Email
3. Click the + button or Manage → to connect a Gmail, Outlook, or SMTP account
4. Authorize the connection and configure your sync preferences

Once connected, your emails will appear in the Email section under Channels, accessible from the chat icon on the left sidebar.

What's next?

You've completed the basics. Here's where to go from here:

• Workspace Setup — Configure roles, permissions, and team settings
• Managing Leads — Learn about scoring, status tracking, and filters
• Sales Pipelines — Customize your pipeline stages