Step 1: Choose your sign-up method in the ContactBook Workspace. Select your preferred method and continue with the flow.

Step 2: Tell us about yourself. Please provide your industry, job role, and how you heard about us. Click 'Finish.'

Step 3: Welcome to ContactBook. A welcome pop-up will appear. Click 'Let's Go' to begin the setup process."

Step 4: Add your contacts. Choose 'Google' or 'Outlook' or ‘You can manually upload contacts through .CSV file’ to sync contacts in your account. 

Step 5: Share with your team (optional). Enter team members' email addresses to share. Click 'Add' and then 'Continue', or 'Skip' to proceed.

Step 6: You are all set! Your setup is complete. Click 'Start managing your contacts' to begin.

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