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Your first week in Headway
The one rule, the five moves, and how to get your real book in.
Browse by what you're doing
Start here
6 articles- Welcome to Headway
- The one rule: every deal is moving, or accounted for
- Sign in for the first time
Deals
8 articles- Today: reading the momentum strip
- Overdue, due to move, held, moving - what each band means
- Open a deal
Getting deals in
2 articles- Build a form
- Share a form or embed it on your site
Time
1 article- Log hours on a deal or a bucket
People
1 article- Team: your reports this week
Recruit
3 articles- Campaigns and the candidate board
- Move a candidate along, or withdraw them
- Your branded apply page
Workspace admin
4 articles- Roles & members: who can sign in
- What each capability lets someone do
- Pipelines and stages: rename them freely
Your account
1 article- Password and two-factor sign-in
Integrations & API
1 article- Send deals in from your website
Security, privacy & your data
3 articles- Where your data lives
- Who can see what: capabilities, not roles
- What Headway staff can and can't see
Fixes & questions
3 articles- I can't see a page I used to
- My deal isn't in the forecast
- Contact us
Projects & delivery
Customers - sign in with SSOMilestones, deliverables, time and margin on a project.
Supply chain
Customers - sign in with SSOSuppliers, purchase orders, stock and landed cost.