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1

Sign In

a. Visit app.micro.so and sign in with your Google accountb. If you haven’t been whitelisted yet, you’ll see a message indicating that you need to request access
Micro is currently in private beta. You will need to be whitelisted to access the platform. If you do not have access, you can join the waitlist
2

Connect Your Accounts

After logging in, you can connect additional accounts to centralize all your communications:a. Gmail accounts - Connect multiple Gmail accounts to manage all your emails and contacts in one placeb. LinkedIn - Sync your LinkedIn connections and messagesc. Twitter - Import your twitter followers to Microd. Team members - When you invite team members to your Micro workspace, all of your contacts are shared with each other
The more accounts you connect and team members you invite, the more comprehensive your unified workspace becomes. You can always add more accounts later.
3

Create an App

Option A: Onboarding Flow a. Follow the guided onboarding process when you first sign in to create your first appOption B: Quick Setup If you skip the onboarding, you can create an app anytime:a. Press Cmd+K (or Ctrl+K on Windows) to open the command paletteb. Type “new app” and select itc. Choose a template that fits your needsd. You’re all set up!Adding Records Once your app is created, you can:a. Add records manually - Create new contacts, companies, or deals one by oneb. Import from CSV - Bulk import your existing data or migrate from another system. Learn more here
That’s it! You’re ready to start using Micro. Explore the feature guides to learn more about specific capabilities.