Course · 8 lessons · 35 min
Your first week with KretaOS
Bring your clients in, connect Google, and get the daily habit going.
- 1Welcome to your first weekWhat this course covers, who it is for, and how eight short lessons take you from an empty workspace to a daily habit.3 min
- 2Bring your clients inAdd one client in a sentence, or bring your whole book from a CSV or Excel file — an import can be undone straight after.4 min
- 3Connect GoogleConnect your Gmail and Calendar once, so client mail and meetings reach the right client pages by themselves.4 min
- 4Log your first touchAfter a call or meeting, say or type what happened — KretaOS files your words on the client and remembers what matters.4 min
- 5Read a client pageOpen any client and get the story in five seconds — the Overview, then the Timeline, Memory, Deals and About tabs.5 min
- 6Home and Do nowHome is one ranked list of what needs you today — work it from the top with Draft, Log, Snooze and Done.5 min
- 7Ask AIAsk about any client in plain words, get answers grounded in your record, and let Ask AI draft, log and create for you.5 min
- 8Invite your teamAdd teammates with the right role, let each one connect their own Google, and work one shared book together.5 min