Who this section is for
- Admins, RevOps teams, operators, managers, and users completing first-time setup.
Before you start
- Decide who owns Ergo account setup before inviting the broader team.
- Connect organization-level systems before asking users to complete personal setup.
- Use role-specific setup pages when someone only needs the part of the rollout path they own.
- Confirm admin ownership for gated areas such as pricing, reporting, CRM fields, and organization defaults.
Essential setup
- First-time setup checklist
- Setup by role
- Connect your CRM
- Connect email and calendar
- Notetaker setup
- Field mapping setup: required before CRM updates work
- Pipeline stages
Role setup
- RevOps setup for Ergo rollout
- Operator setup
- AE setup
- CSM setup
- Spectator and viewer setup
- RevOps playbook
- Sales manager playbook
- AE playbook
- CSM playbook
- SDR playbook
Tips and adoption
- RevOps tips for success
- Operator tips for success
- AE tips for success
- CSM tips for success
- Sales manager tips for success
- Spectator and viewer tips for success
Shared workspace configuration
- Workspace configuration
- Email templates setup
- Collaboration tools setup
- User sync
- Company details
- Meeting title phrases
- CRM properties setup
- Pricing configuration
- Advanced settings
- Reporting defaults
Common issue path
- If you are blocked, start with the article closest to the symptom.
- If the symptom crosses sources or permissions, use Troubleshooting.