A checklist for admins setting up a new Metal workspace. Metal guides you through this from Settings → Setup.
Open the setup checklist
Go to Settings → Setup (under the Getting Started group). The checklist walks you through connecting data and configuring how Metal classifies and scores deals.
1. Connect your data sources
Connect file storage and CRM so Metal works with the systems you already use. See Integrations overview.
2. Add your team
Request accounts for your colleagues and group them into teams. See Adding & managing users.
Set the deal stages, statuses, and labels that match your firm’s process. See Taxonomy.
You don’t have to finish everything at once — the Setup checklist tracks what’s left.
