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Getting Started

Getting Started

The Basics

What is First Bite?

Our story, mission, and vision for the future.

How do I create an account?

Learn how to access First Bite for the first time.

How do I invite a teammate?

First Bite is better with friends!

Navigating First Bite

Navigation Overview

A quick overview of what each page in First Bite has to offer + some common terminology.

Dashboard Page

An introductory guide to your statistical overview of the sales pipeline.

Activity Page

An introductory guide to visibility on all actions done across your team.

Contacts Page

An introductory guide to your team's central contact database.

Opportunities Page

An introductory guide to the main prospecting hub in First Bite.

Deals Page

An introductory guide to your team’s deals in First Bite.

Campaigns Page

An introductory guide your team’s campaigns in First Bite.

Rebates Page

An introductory guide to your rebate activities.

Settings Page

An introductory guide to customizable settings in First Bite.

Frequently Asked Questions (FAQ)

How do I resize my screen?

What to do when you can’t see your entire page in First Bite.