Your first day in Qadiyo

Your firm sends you an invitation email. If Qadiyo set up your login for you, you were given a temporary password instead.

With an invitation email

1. 1

   Open the email. Select Accept the invitation, then Create an account to accept.

2. 2

   Enter your Full name and a password of at least 10 characters. Select Create login.

3. 3

   Open the next email from Qadiyo and select Confirm your email. You return to the invitation.

4. 4

   Select Accept invitation. Your Dashboard opens.

With a temporary password

1. 1

   Go to qadiyo.com/login. Enter your work email and the temporary password. Select Sign in.

2. 2

   On Choose your own password, type a new password twice (at least 10 characters, different from the temporary one). Select Save new password. Nothing else opens until you do.

Then look around

The menu is on the left. On a phone, use the three-line button at the top right.

• Dashboard: today's diary, your briefing and the firm's numbers.
• Leads: every enquiry. A badge counts those nobody has contacted.
• Board: the same enquiries as cards, one column per stage.
• Ask Qadiyo: questions about your enquiries (Firm plan).
• Contacts and Clients: people, and enquiries that became clients.
• Tasks: your to-do list, with a badge for overdue ones.
• Analytics and Reports: only if your role allows.
• Help: these guides. They open in a new tab.

The top bar has search, Notifications (the bell), Settings (the gear) and your firm name, which opens My account, Settings, Integrations, Log out and your other firms. On a phone, the building icon opens that menu.

You land on the Dashboard. Menus say "lead" where pages say "enquiry". They mean the same thing. What you see depends on your role and plan. Next, read Add an enquiry by hand.