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Overview

When you first sign up for FirstQuadrant, you’re greeted by a clean, empty interface. To begin using the platform effectively, you’ll need to complete a few initial setup steps. This guide walks you through setting up your team, email and calendar integrations, and customizing your sales pipeline.

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1. Add your team members

Navigate to Settings → Workspace → Members.
Here you can add all team members who will be using FirstQuadrant.

  • Click New membership to add a user.
  • Once a team member is added, click their name to enter their default scheduling link (e.g. Calendly, cal.com).
    This ensures that whenever FirstQuadrant needs to schedule a meeting on their behalf, it uses the correct URL.

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2. Connect email accounts

Go to Settings → Integrations → Email accounts.
Each team member can connect one or more mailboxes:

  • Supported providers: Google Workspace, Microsoft Office 365, Microsoft Exchange, or SMTP via Other.
  • Begin by connecting your primary email account—typically the one used for most daily communication.
  • Then connect any secondary outbound email accounts.
  • There is no limit to the number of email accounts per user, so connect all relevant addresses.

Important: For Google Workspace accounts, you need to add FirstQuadrant as a trusted developer before proceeding. Check out the help desk article.

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3. Connect calendar accounts

Go to Settings → Integrations → Calendar accounts.
This step allows FirstQuadrant to access availability and detect when sales meetings are scheduled.

  • Connect your calendar via Google, Microsoft, or another provider.
  • Ensure each team member has their calendar connected for accurate scheduling and meeting tracking.

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4. Set up your pipeline

Go to Settings → Workspace → Pipelines.
A default pipeline is created for you automatically, but you can customize or add more.

  • Click on the pipeline name to open the pipeline editor.
  • Set the description of the pipeline to clarify what type of deals it handles (especially useful if you have multiple pipelines).
  • Define a default value for new deals.
    You can enter natural language formulas like:
    “Number of seats × $1,000”
    FirstQuadrant will use this to estimate deal size.

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4.1 Customizing stages

Each pipeline contains stages. Click into a stage to configure:

  • Name and description: These help the AI understand what kind of deals belong in that stage.
  • Goal: Define what should happen for a deal to move forward (e.g. “Prospect books a discovery call using our scheduling link”).

You can:

  • Use the default scheduling link per team member, or
  • Provide a custom scheduling URL for the stage.

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Final steps

By following these steps, your workspace will be fully configured and ready to leverage FirstQuadrant’s AI to manage your sales pipeline dynamically and intelligently.