Getting Started with Feather
A step-by-step guide to getting productive in your first session.
1
Create your account
- Go to app.feather.com and click Sign Up.
- Enter your email and create a password.
- Verify your email. You're in.
2
Add your first contacts
- Click Contacts in the sidebar.
- Use Quick Add to create a contact with just a name and email.
- Or, if you have a spreadsheet, go to Import (Pro feature) and upload a CSV.
- Add a few contacts to start. You can always add more later.
3
Organize contacts with statuses
- Click on a contact to open their detail page.
- Add a status like 'Active,' 'Follow Up,' or whatever fits your workflow.
- Use tags to categorize contacts (e.g., 'Client,' 'Lead,' 'Partner').
- Statuses and tags help you filter and find people quickly.
4
Create a pipeline if needed
- If you're tracking deals, projects, or any multi-stage process, create a pipeline.
- Go to Pipelines and click New Pipeline.
- Name your stages (e.g., 'Lead → Meeting → Proposal → Closed').
- Drag contacts into stages as they move through your process.
- If you don't need pipelines, skip this step.
5
Use calendar and tasks if relevant
- Open Calendar to see upcoming appointments.
- Link events to contacts so everything stays connected.
- If you're on Pro, create tasks for follow-ups and deadlines.
- Tasks show up in your dashboard and calendar views.
6
Adjust things to fit your workflow
- Add custom fields if you need to track specific data (e.g., deal value, project deadline).
- Set up automations (Pro feature) if you want automatic reminders or actions.
- Remove features you don't use. Feather is modular—only use what helps.
- The app adapts to you, not the other way around.