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Getting started

Your first steps

Get into your workspace, make it yours, and give your first opportunity a next step.

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Get access to your workspace#

Open app.ariyel.io and enter your work email. Ariyel takes you to the next step for that address: sign in, activate a provisioned workspace, open your team invitation, or join the waitlist.

  1. If you already have an account, enter your password.
  2. If you’re joining a team, open the invitation link and use the email address it was sent to.
  3. If your workspace is ready for activation, follow the account-creation prompts and confirm your email when asked.

Finish the essentials#

Add your first name to your profile; your last name and picture are optional. Invited teammates complete their profile only. A new workspace owner also confirms the company name and country, with an optional logo, then reaches the team step.

Your workspace handle is permanent. Changing the company name does not change its URL. You can invite teammates now or choose I’ll do this later. Saved setup progress resumes if you refresh; unsent invitation drafts do not.

Add one real relationship#

  1. Open Pipeline → Contacts and choose New contact.
  2. Add someone you’re actively working with, rather than importing your entire process into your first session.
  3. Open Deals and choose New deal. Give the opportunity a name, stage, and owner.
  4. Open the deal and link its contact. Add a task for the next action so the opportunity has somewhere to go.

A contact is a person. A deal is an opportunity. Keep those separate even when you’re starting with just one of each. The Contacts and Deals guides walk through the details.

Build from there#

Use Home and navigation to find today’s work. Then invite your team, connect Google, and adjust your pipeline to match the way you actually sell. Leave automation until the underlying process is clear.

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