This order has worked well for the first few days. It costs about an hour, spread across the week.

**Contents**
- [Day 1 - check your account](#day-1-check-your-account)
- [Day 1 - read Home](#day-1-read-home)
- [Day 2 - work your first leads](#day-2-work-your-first-leads)
- [Day 3 - follow up on meetings](#day-3-follow-up-on-meetings)
- [Day 4 - run your first deal](#day-4-run-your-first-deal)
- [Day 5 - back to Home](#day-5-back-to-home)
- [Three habits that make the difference](#three-habits-that-make-the-difference)
- [Next](#next)


## Day 1 - check your account

1. Click your company name at the bottom left and choose [**Setup** ↗](https://app.indeal.ai/settings/profile).
2. Under [**Personal profile** ↗](https://app.indeal.ai/settings/profile), check that your name is right. It appears on every lead and deal assigned to you.
3. Check **Language** and **Time zone**. The time zone decides when a date counts as overdue.

## Day 1 - read Home

Open [**Home** ↗](https://app.indeal.ai/). Five metrics sit at the top: **Leads overdue**, **Leads due today**, **Leads today**, **Pipeline value** and **Replies**. Below them, **Weekly trends · Last 4 weeks** shows how leads, meetings, deals and revenue have developed.

Further down sits **Contact**. That is your daily list: overdue leads first, then the ones due today, then the new ones.

## Day 2 - work your first leads

1. Open **Leads** and stay in the [**Open leads** ↗](https://app.indeal.ai/leads/open) view.
2. Open the topmost lead.
3. Record what you did and set a next step with a date.
4. Move the stage on as soon as it no longer fits: from **Qualify** through **Set discovery** to **Discovery scheduled**.

Work the list from top to bottom. Whatever you leave today is back at the top tomorrow.

## Day 3 - follow up on meetings

After a meeting, set the lead to **Discovery done**. If the meeting fell through, use **Discovery failed** - that keeps the lead in your work list instead of letting it disappear quietly. If nothing comes of it, set **Lead lost** with a reason.

## Day 4 - run your first deal

Once a lead sits on **Discovery done**, its detail page shows the **Deal phase** section with the button **Create offer**. One click creates the deal and opens it. From then on, **Open deal** takes you straight back there.

![The pipeline in the Kanban view](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/erste-schritte/pipeline-board.png)

The four columns are **Send offer**, **Closing**, **Won** and **Lost**. Above the board you see how many deals are open and how much **Open volume** they hold. Drag a deal into the next column as soon as something has moved.

## Day 5 - back to Home

Open **Home** again and compare with Monday. If **Leads overdue** has come down and **Deals / week** shows something, the week worked.

## Three habits that make the difference

- Set a next step with a date on every lead you touch. Without a date it never resurfaces on its own.
- Start the day on **Home** under **Contact**, not in the full list.
- Move stages on immediately. A wrong stage distorts every number on **Home**.

## Next

- [How inDeal is structured](https://success.indeal.ai/hc/indeal/articles/how-indeal-is-structured)
- [Getting help and support](https://success.indeal.ai/hc/indeal/articles/getting-help-and-support)