Getting started

Help and advice for getting started with tiny+

Welcome to tiny+!

We're glad to have you as part of the tiny+ family.

We invite you to take some time to review the information in this Getting Started section of our Knowledge Base, which should help you get your tiny+ account up and running in no time.

First steps for a new tiny+ account

Here are some quick first step suggestions to help you on your way to setting up your tiny+ account.

• Create an account and log in for the first time

• Review and configure your project pipeline

• Review and configure your client relationship pipeline

• Working with a team? Invite them to join you in tiny+

• Switch on some scheduled email reports

First steps for a new tiny+ user

Here are some quick first steps to getting tiny+ set up just for you.

• Review our Guides to understand some of the fundamental concepts in tiny+

• Add your most important leads on the Projects page

• Add your most important clients on the Companies page

• Make your first news feed post about a company or a project

• Install our iOS or Android app

• Using Outlook? Sync your contacts and activities with our Office 365 integration.