# First steps

> Set up your organization in the right order, from CRM connection to scoring.

import { Steps, Aside } from '@astrojs/starlight/components';

Do these once, as an admin. Most of them are in **Settings**, at the bottom of the left sidebar.

<Aside>
Most organization settings need the Organization Admin role with edit permission. If a settings card is grey and you can't click it, ask an admin.
</Aside>

<Steps>

1. **Connect your CRM.**
   Open **Integrations** in the sidebar and connect HubSpot or Pipedrive. Your customers, contacts and activity come in with the first sync.
   See [HubSpot](/integrations/hubspot/) or [Pipedrive](/integrations/pipedrive/).

2. **Invite your team.**
   Open **Settings › Team** and invite your colleagues. Assign each customer to a CSM so that **My Customers** and the workspace show the right people.
   See [Team](/settings/team/).

3. **Set up scoring.**
   Open **Settings › Health score**. Set how much each of the five metrics counts, and name your three score bands.
   Then open **Settings › Company metrics** to define the product usage and engagement metrics you want to track.
   See [How scores work](/health-scores/how-scores-work/).

4. **Add customer types, products and tags.**
   Use **Settings › Customer types** and **Settings › Products** so you can describe each customer. Use **Settings › Tags** to create tags for grouping customers.
   See [Tags](/settings/tags/).

5. **Send product usage (optional).**
   If you want Product usage to come from your own product, add the tracking script.
   See [Tracking SDK](/developers/tracking-sdk/).

6. **Set up support (optional).**
   Verify your sending domain, then switch on the channels you want: email, Messenger or the support form.
   See [Support](/support/).

</Steps>

## Adding customers without a CRM

You can also add customers by hand. Open **Customers** and click **Add Customer**.

If your customer list is empty, the Customers page offers a **Download Template** button. Fill out the template and send it to support@customercatalyst.io.