Initial Setup
This guide walks administrators through the first-time configuration of a SalesOS workspace. Complete these steps before inviting your team.Setup Checklist
Company Profile
Set your company name, logo, and basic information. Go to Admin > Company Settings and fill in:
- Company name — Displayed throughout the platform
- Logo — Appears in the sidebar and emails (recommended: 200x60px PNG with transparent background)
- Industry — Helps SalesOS suggest relevant templates
- Timezone — Used for reports, deadlines, and scheduled tasks
- Currency — Default currency for deal values
Sales Pipeline Configuration
Customize your pipeline stages to match your sales process. Go to Admin > Pipeline Settings:
- Rename existing stages or add new ones
- Set probability percentages for each stage
- Define stage colors for visual distinction
- Set optional stage requirements (fields that must be filled before entering a stage)
Custom Fields
Add fields specific to your business. Go to Admin > Custom Fields:
- Add fields for leads (e.g., company size, industry segment)
- Add fields for deals (e.g., contract type, renewal date)
- Choose field types: text, number, date, dropdown, checkbox, multi-select
Teams and Hierarchy
Create your team structure. Go to Admin > Teams:
- Create teams (e.g., “Enterprise Sales”, “SMB Team”, “Inside Sales”)
- Assign team leaders
- Set up hierarchy if you have multiple levels
Roles and Permissions
Configure who can do what. Go to Admin > Roles:
- Review the default roles (Admin, Manager, Sales Rep)
- Create custom roles if needed
- Adjust permissions per role
Invite Your Team
Add team members. Go to Admin > Users > Invite:
- Send individual or bulk invitations
- Assign roles and teams during the invite process
- Set up round-robin lead distribution if desired
Configure Gamification
Set up the gamification system. Go to Admin > Gamification:
- Adjust point values for activities (or keep the defaults)
- Enable or disable specific badge categories
- Create your first challenge to welcome the team
Integrations (Optional)
Connect SalesOS to your other tools. Go to Admin > Integrations:
- Set up email integration for tracking
- Configure webhook endpoints
- Connect SalesOS Connect (n8n) for automation
First-Day Recommendations
Before Inviting the Team
- Upload your company logo and set brand colors
- Configure at least the pipeline stages
- Create the team structure
- Set up the key custom fields
- Prepare a short onboarding message
On Launch Day
- Send invitations to all team members
- Post a welcome message in the #general channel
- Create a “Welcome Challenge” (e.g., “Complete your profile and create your first lead”)
- Be available to answer questions in chat
First Week
- Monitor team adoption and help anyone who is stuck
- Adjust pipeline stages if the team finds issues
- Review the initial dashboard data
- Collect feedback and iterate on the configuration
Configuration Reference
| Setting | Location | When to Configure |
|---|---|---|
| Company profile | Admin > Company Settings | Before inviting team |
| Pipeline stages | Admin > Pipeline Settings | Before inviting team |
| Custom fields | Admin > Custom Fields | Before inviting team |
| Teams | Admin > Teams | Before inviting team |
| Roles | Admin > Roles | Before inviting team |
| Gamification | Admin > Gamification | Before or during launch |
| Branding | Admin > Branding | Optional, anytime |
| Integrations | Admin > Integrations | After team is onboarded |
| Billing | Admin > Billing | Anytime |