---
title: "Getting Started"
description: "Create your account, import your book, and get your first workflows live."
url: https://unlockedcrm.ai/help/getting-started
canonical: https://unlockedcrm.ai/help/getting-started
updated: 2026-08-31
publisher: unLocked CRM
---

# Getting Started

Create your account, import your book, and get your first workflows live.

## Articles

- [How do I set up my unLocked CRM account?](https://unlockedcrm.ai/help/getting-started/how-do-i-set-up-my-unlocked-crm-account.md): Setup takes about 30 minutes. Import your contacts, pick the pipeline that matches your product line, connect a phone number and email address, then turn on one follow-up automation so no new lead sits untouched.
- [How do I import my existing contacts?](https://unlockedcrm.ai/help/getting-started/how-do-i-import-my-existing-contacts.md): Export your current CRM to CSV, then use Contacts → Import to upload it. The importer maps standard fields automatically and lets you map insurance-specific fields — carrier, plan, effective date, policy number — to custom fields so nothing is lost.
- [How do I invite my team and set permissions?](https://unlockedcrm.ai/help/getting-started/how-do-i-invite-my-team-and-set-permissions.md): Go to Settings → Team → Invite user, enter the producer's email, and choose a role. Roles control what a user can see: producers see their own book, managers see their downline, and admins see the whole agency including commissions.