Launch your Vesso workspace

Use this checklist to get from a new workspace to a usable GTM operating system: people, data, workflows, and visibility.

Create your workspace

Set your company name, default timezone, and workspace profile so Vesso can tailor records, reminders, and reporting to your GTM motion.

Invite your team

Add teammates, assign roles, and decide who owns accounts, contacts, campaigns, and admin settings.

Bring in your data

Import accounts and contacts from CSV, connect sources over time, and keep key fields consistent before building workflows.

Start operating

Create tasks, notes, meetings, campaigns, and pipeline views so your team has one shared place to execute.

Workspace roles

Manage workspace settings, users, roles, integrations, and security controls.

Work accounts, contacts, campaigns, notes, tasks, meetings, dashboards, and shared team spaces.

Review activity, reports, documentation, and shared context without changing operational data.

After setup, import or create your first account list and start tracking contacts, notes, tasks, and pipeline activity.