Prepare your Kommo workspace for launch

What you’ll need:

• Any Kommo plan (Base, Advanced, Pro, Enterprise, or 14-day trial)

• Admin access for workspace-wide settings

• A configured pipeline and at least one lead source or test lead

• One teammate who can test the workflow with you

Keep in mind:

• Test with sample data before using the workspace with real clients

• Fix critical workflow problems before adding more fields, channels, or automations

A launch check confirms that leads arrive correctly, users can complete their work, and the full process is clear from the first inquiry to the final result.

Outcome

By the end of this guide, you will know whether your workspace is ready for daily use and which issues still need attention.

1. Check the workspace settings

Confirm that the settings used across your workspace are correct:

• Workspace name

• Country and time zone

• Date and time format

• Currency

• Contact name format

Learn how to manage workspace settings.

You’re done when: Dates, task times, sale values, and contact names appear correctly for your team.

2. Check the pipeline

Review the first pipeline and confirm that:

• It represents one clear workflow

• Stage names are easy to understand

• Each stage has a clear entry and exit rule

• Won and lost outcomes are used consistently

• Inactive or unnecessary stages have been removed

You’re done when: A teammate can explain where a lead belongs and what should happen next.

3. Check the record layout

Create a sample lead and review the lead, contact, and company information.

Confirm that:

• Essential fields are visible and clearly named

• Information belongs to the correct record type

• Required fields do not block early work unnecessarily

• No information must be entered twice

• Important details are easy to find

You’re done when: A teammate can complete the record without asking where information belongs.

4. Test how leads enter Kommo

Use the same source your business will use after launch. For example, send a test message, submit a website form, create an advertising lead, send an email, import a small file, or create a lead manually.

Check that:

• The lead appears in the correct pipeline and stage

• Contact details are captured correctly

• The source is identifiable

• The correct user can see and take responsibility for the lead

• The conversation or submitted information is available

You’re done when: A new inquiry reaches the right place without manual correction.

5. Test the daily workflow

Ask a teammate to process the test lead as they would a real client:

1. Open and review the lead.

2. Reply to the client or add a note.

3. Add or update the important information.

4. Create a follow-up task.

5. Move the lead to the next stage.

6. Assign or transfer the lead when relevant.

7. Close the lead as won or lost.

You’re done when: The teammate can complete the full flow without relying on the person who configured the workspace.

6. Check users and permissions

Confirm that each user can access the sections and records needed for their role.

Test that:

• Users can sign in successfully

• New leads are visible to the right people

• Users can update the records they manage

• Sensitive settings and records are limited appropriately

• There is a clear backup owner when the responsible user is unavailable

You’re done when: Each teammate can complete their work without seeing or changing information outside their role.

7. Test tasks and reminders

Create, assign, complete, and reschedule a test task. Confirm that the responsible user can find it and that the due date uses the correct time zone.

Check that every active lead has a clear next action where your process requires one.

You’re done when: The next action is visible and follow-ups can be completed on time.

8. Test automations

Run each automation included in the first launch with a test lead.

Confirm that:

• The correct condition starts the automation

• The action runs only once when expected

• The right user, stage, message, or task is selected

• The automation does not block manual work

• Your team knows what happened automatically

Disable or simplify any automation that produces an unclear result.

You’re done when: Every active automation has a predictable and verified result.

9. Agree on the team process

Before launch, make sure the team agrees on:

• Who reviews new leads

• How quickly new inquiries should be handled

• When leads move between stages

• How follow-up tasks are used

• When a lead is marked as won or lost

• Who handles setup questions or corrections

You’re done when: The team follows the same process instead of creating individual workarounds.

Launch readiness checklist

Your workspace is ready for launch when:

• Workspace settings are correct

• The first pipeline reflects the real process

• Essential record fields are clear

• The main lead source works

• A test lead can be processed from start to finish

• Users have the correct access

• Tasks and reminders work as expected

• Each launch automation has been tested

• The team understands the daily workflow

After launch

Review the first real leads with your team and record any confusion, repeated manual work, or missing information. Improve the existing workflow before expanding it with more channels, fields, pipelines, or automations.

Return to the Start using Kommo setup checklist to continue with the remaining onboarding steps.