Your First 10 Minutes in Flexara

Minute 1-3: Add your first contacts

Go to Contacts in the sidebar. Click Quick Add. Enter a name and email. That's it — the contact now exists in your system.

Add 3-5 contacts just to get a feel for how it works. You don't need to fill in every field. Just name and email is enough to start.

Minute 4-6: Click around the dashboard

Open the Dashboard. You'll see your recent contacts and any upcoming tasks or events.

Click into a contact. You'll see their detail page where you can add notes, tags, or custom fields.

This is your workspace. Everything centers around contacts and what you do with them.

Minute 7-8: Try the calendar

Open Calendar. Create a test event and link it to one of your contacts.

The calendar shows appointments, meetings, and anything time-based. Events can be connected to people so you always have context.

Minute 9-10: Decide what's next

Do you track deals or projects? Create a pipeline.

Need to organize contacts? Add tags and statuses.

Want follow-up reminders? Use tasks (Pro feature).

You don't have to use everything. Just add what helps your workflow.