> ## Documentation Index
> Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Initial Setup

> First-time company setup in SalesOS — configure your workspace, add your logo, and prepare for your team.

# Initial Setup

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

## Setup Checklist

<Steps>
  <Step title="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
  </Step>

  <Step title="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)

    <Tip>
      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.
    </Tip>
  </Step>

  <Step title="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](/admin/customization/custom-fields) for details.
  </Step>

  <Step title="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](/admin/users/teams) for details.
  </Step>

  <Step title="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](/admin/users/permissions) for details.
  </Step>

  <Step title="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](/admin/users/invites) for details.
  </Step>

  <Step title="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
  </Step>

  <Step title="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](/api/integrations/n8n) for details.
  </Step>
</Steps>

## First-Day Recommendations

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

### 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                 |

## Next Steps

<CardGroup cols={2}>
  <Card title="Invite Users" icon="user-plus" href="/admin/users/invites">
    Add your team members
  </Card>

  <Card title="Custom Fields" icon="sliders" href="/admin/customization/custom-fields">
    Configure fields for your business
  </Card>
</CardGroup>