Getting Started
Everything you need to set up your account and hit the ground running
By Nicole1 author4 articles
- Welcome to IntrozyYour success is our success
- Using Reminders & TasksReminders & Tasks is your centralized hub for managing follow-ups, action items, and time-sensitive to-dos in Introzy.
- Understanding Your DashboardA guide to the Introzy dashboard — what each section shows, how to read your pipeline health, network pulse, and revenue, and what's different based on your role.
- Understanding Roles in the Introzy MarketplaceLearn how the five roles in Introzy work together — Marketplace Owner, Connector, Facilitator, Solution Provider, and Seeker — and how each one participates in a referral.