Getting started
A practical first pass through the workspace, your records, and your first revenue workflow.
- For
- Everyone
- Owner
- Customer operations
- Outcome
- Understand the workspace and choose the next setup task.
- Last verified
- 2026-08-30
- Next review
- 2026-11-28
- Status
- supported
Sakhaa is organized around the work your revenue team already does: capture a person, understand the account, move the opportunity, and keep every follow-up visible.
The basic loop
Start from the dashboard, then move through people, accounts, deals, and activity. Each area keeps the same workspace context so the next action is close at hand.
- People are the individual records you contact and qualify.
- Accounts group people, activity, and commercial context.
- Deals and pipeline stages make the revenue path visible.
- Tasks and activities turn a plan into owned work.
Your first ten minutes
- Open Dashboard and confirm the workspace and date range.
- Review Persons and Accounts for existing records before importing anything.
- Create or inspect a pipeline stage that matches your sales motion.
- Create one task against a real record and confirm it appears in My Activity.
- Use the search command when you know what you need, instead of opening every module.
Keep the workspace trustworthy
A clean CRM is less about entering more data and more about agreeing on ownership, stages, and the next action. Decide those conventions early, then use the settings and permissions pages to make them consistent.
Tip: document your team’s stage names and ownership rules before you launch a large import.