5-minute setup for new customers

The setup checklist (/setup) walks you through exactly these steps, with a live status per item and an "Ask Lisa" button. In short:

1. Fill in company details: Settings → Company variables. Company name, phone, email, address, bank details. The CRM inserts these values into templates, signatures and documents.
2. Connect a mailbox: Without a mailbox the CRM cannot send or receive emails (inbox, booking confirmation, outreach). Set it up under Mailbox (/marketing, Marketing group): sending via SMTP, fetching via IMAP. "Test connection" checks both with the saved password.
3. Signature and sender name: under Signature (/signatur). Every person sets up their own signature and sender name. The account signature applies to everyone who doesn't have their own yet.
4. Invite your team: Team (/mitarbeiter) → Invite. You choose role and rank right away. The person gets an email with a link to set their password.
5. Adjust pipeline stages (optional): Settings → Pipelines. The default is Inquiry → Site visit → Quote → Commissioned → In progress → Acceptance → Billing → Paid. Won status and categories are managed in the same section.