Getting Started with 4Degrees!

Your Complete Onboarding Hub 🎯 Choose Your Journey

🚀 Quick Start (30 minutes)

Get immediate value today

Perfect for:

Busy professionals who need results fast
Teams wanting to test 4Degrees quickly
Users who prefer learning by doing

You'll accomplish:

✅ Account setup and login
✅ Basic contact management
✅ Browser extension for immediate productivity
✅ Start building your network view

Time commitment: 30 minutes of active work

► Start Quick Setup

📋 Complete Setup (2.5 hours over 3-5 days)

Full feature implementation for maximum value

Perfect for:

Teams implementing 4Degrees as primary CRM
Users migrating from another system
Organizations wanting comprehensive training

You'll accomplish:

✅ All essential features configured
✅ Data imported from existing systems
✅ Advanced automation and reporting
✅ Team workflows optimized

Time commitment: 2.5 hours active work, spread over 3-5 days

► Start Complete Setup

👥 Team Onboarding (Guided implementation)

Coordinated deployment for your entire organization

Perfect for:

Organizations with 5+ users
Teams needing coordinated rollout
Companies requiring training and support

Includes:

✅ Dedicated Customer Success Manager
✅ Custom implementation timeline
✅ Team training sessions
✅ Change management support

► Schedule Team Onboarding

⏱️ What to Expect: Realistic Timeline

Total Time Investment

Active work: 2.5 hours (spread across multiple sessions)
Calendar time: 3-5 days (includes background processes)
Time to value: Immediate after 30-minute quick start

Day-by-Day Breakdown

Day 1 (45 minutes active work):

Account setup & sharing preferences (15 min)
Email sync start (5 min) ⏳ Background: 1-5 days
Import key contacts (25 min)
🎯 START GETTING VALUE

Day 2-3 (1 hour active work):

Network notifications setup (10 min)
Browser extensions (15 min)
Reminder system (20 min)
Contact organization (15 min)

Week 2 (45 minutes active work):

Advanced features & automation (30 min)
Reports and analytics (15 min)
🎯 FULL PRODUCTIVITY ACHIEVED

🚀 Quick Start Path (30 minutes to value)

Your 30-Minute Success Plan

Objective: Get immediate productivity boost today

Phase 1: Essential Access (10 minutes)

Account Setup (5 minutes)
- Complete registration and login
- Set basic profile information
Sharing Preferences (5 minutes)
- Choose recommended settings for your team
- Enable basic collaboration features

Phase 2: Immediate Productivity (20 minutes)

Add Key Contacts (15 minutes)
- Manually add your 10-20 most important contacts
- Skip bulk import for now (do later)
Browser Extension (5 minutes)
- Install Chrome extension or Outlook add-in
- Test on LinkedIn or email compose

🎯 Success Checkpoint

You can now:

See your key contacts in 4Degrees
Add contacts from LinkedIn with one click
Track interactions from your browser
Search and manage your network

What's Next After Quick Start:

Background: Start email sync to import full history
This week: Complete advanced features for full value
Next week: Add remaining contacts and explore automation

📋 Complete Setup Path (Full implementation)

Your Comprehensive Implementation Plan

Objective: Master all 4Degrees features for maximum value

Week 1: Foundation (1.5 hours total)

Day 1 (45 minutes)

✅ Steps 1-3: Account, sharing, email sync start
✅ Step 4: Contact import (full list)
🎯 Milestone: Basic functionality active

Day 2-3 (30 minutes)

✅ Step 5: Network notifications
✅ Step 6: Browser extensions
🎯 Milestone: Daily productivity tools ready

Day 4-7 (15 minutes)

✅ Step 7: Reminders and task management
🎯 Milestone: Relationship management system active

Week 2: Optimization (1 hour total)

Early Week 2 (30 minutes)

✅ Step 8: Contact views and organization
🎯 Milestone: Advanced contact management

Mid-Week 2 (30 minutes)

✅ Step 9: Records and deal management
🎯 Milestone: Full CRM functionality

Week 3+: Advanced Features (As needed)

✅ Step 10: Integrations with other tools
✅ Custom reports and analytics
✅ Advanced automation
🎯 Milestone: Power user status achieved

🎥 Learning Resources

Documentation

Video Tutorials

🎥 4Degrees Overview (5 minutes)
🎥 Quick Start Walkthrough (15 minutes)
🎥 Complete Setup Series (10 videos)

❓ Frequently Asked Questions

Can I use 4Degrees while email sync is running?

Absolutely! Email sync runs in the background. Continue with:

Adding contacts manually
Setting up network notifications
Installing browser extensions
Setting up reminders

Only delay reports and analytics until sync completes.

What if I get stuck on a step?

Don't wait - get help when you need it:

Use in-app chat for instant support;
Email help@4degrees.ai with screenshots
Check our troubleshooting guides

Remember: Every minute stuck is value lost. We're here to help!

Best practice: Master basics first, then add advanced features

🎯 Success Milestones

30 Minutes: Quick Value

✅ Key contacts accessible in 4Degrees
✅ Browser extension adding contacts from web
✅ Basic network management active

Day 1: Daily Productivity

✅ Full contact management system
✅ Email sync importing your network
✅ Network notifications keeping you informed

Week 1: Advanced Workflows

✅ Automated reminders and tasks
✅ Organized contact views
✅ Relationship tracking and insights

Week 2: Power User Status

✅ Deal and opportunity management
✅ Custom reports and analytics
✅ Advanced automation and integrations