Introduction
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Quick Start Guide
Introduction
This page explains how to get started using whomso.
Requirements
You'll need Super Admin permissions to install whomso in HubSpot. To check your access level, go to Settings (via the Gear icon in the navigation bar) > Users & Teams. If you're not a Super Admin, you can find who is on that page and share this installation link with them.
Getting Started
To install whomso:
Log in or create an account using Google or LinkedIn,
Connect to HubSpot when prompted,
Name your workspace and add your site URL so we can collect important information on your company.
Once done, you'll be presented with this screen:
This stage helps us to map your HubSpot Lifecycle Stages to our two user categories: prospects (non-customers in the sales funnel) and customers. You can select multiple stages for each category.
You can change these at any point within settings.
On the final step, you'll be asked to create a test space based on recently added prospects - go ahead and give it a go!