Onboarding to QH

This guide walks you through the essential steps to get your QuantumHeaps set up and ready to capture activity automatically. You’ll learn how to control when new accounts and contacts are created, connect key apps like Google and Outlook to sync emails and meetings, and adjust other Organizational Settings that define how your CRM operates at the company level. If you’re not an admin, some settings may not apply to you; however, this article will help you understand how your organization’s account setup works.

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What Happens When You Onboard

• Sign in with Google or your email address
• Set up your profile — name, photo (optional), email address, phone number (optional)
• Verify your email with a one-time passcode
• Join an existing workspace in case your team has set up, or create your own from the ground up.

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Step 1: Log In

On the login screen, choose one of two ways to get started:

• Continue with Google — sign in instantly using your Google account
• Email address — enter your email and click Continue

If you’re new to Quantum Heaps, click Create your profile to begin sign-up instead.

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Step 2: Create Your Profile

Fill in your profile details:

• Profile picture — optional, upload one if you’d like
• First name and Last name — required
• Middle name — optional
• Email — pre-filled from the login step
• Phone number — optional, select your country code and enter your number

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Step 3: Join or Create a Workspace

Once verified, you’ll land on your workspace screen. If your email matches an invitation or a recommended workspace, you’ll see it listed here:

• Click View details to learn more about the workspace before deciding
• Click Accept to join it
• Click Decline if it’s not the right one

If no workspace is recommended, you’ll be guided to create your own from here instead.