Getting Started

Checklist for new users

• Connect your mailbox in Workspace Settings >> Account >> Mailboxes

• Connect your calendar in Workspace Settings >> Account >> Calendars

• Install the Zero LinkedIn Chrome extension - and enable it in Account >> Chrome Extension

• Connect your Slack in Workspace Settings >> Integrations

  • Add the @Zero bot to channel(s) you want to receive notifications

• Configure your pipeline stages in Workspace Settings >> Pipeline

Zero 101

Overview Demo

Note: All data shown in these demo videos is purely fictional. Any names of people, companies, or other entities are randomly selected.