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Initial Setup

This guide walks administrators through the first-time configuration of a SalesOS workspace. Complete these steps before inviting your team.

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Setup Checklist

1

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
2

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)
Start with the default stages and adjust after your team has used the platform for a few weeks. Over-customizing too early can create confusion.
3

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
See the Custom Fields guide for details.
4

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
See the Teams guide for details.
5

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
See the Permissions guide for details.
6

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
See the Invites guide for details.
7

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
8

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
See the Integrations guides for details.

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First-Day Recommendations

Complete at least steps 1 through 6 before inviting your team. Having the pipeline, fields, and teams configured before onboarding prevents confusion.

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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

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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

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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

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Configuration Reference

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Next Steps

Invite Users

Add your team members

Custom Fields

Configure fields for your business