# SalesOS ## Docs - [Invoices](https://docs.play2sell.com/admin/billing/invoices.md): View invoice history, manage payment methods, and download receipts for your SalesOS subscription. - [NFS-e (Electronic Invoices)](https://docs.play2sell.com/admin/billing/nfse.md): Issue and manage Brazilian NFS-e electronic invoices through SalesOS Pay. - [Subscription Plans](https://docs.play2sell.com/admin/billing/plans.md): Compare SalesOS subscription plans — features, user limits, and pricing for each tier. - [Branding](https://docs.play2sell.com/admin/customization/branding.md): Customize SalesOS with your company branding — logo, colors, and white-label options. - [Custom Fields](https://docs.play2sell.com/admin/customization/custom-fields.md): Add custom fields to leads and deals to capture data specific to your business. - [Automation Workflows](https://docs.play2sell.com/admin/customization/workflows.md): Set up automation workflows with triggers, conditions, and actions to eliminate repetitive tasks. - [Initial Setup](https://docs.play2sell.com/admin/initial-setup.md): First-time company setup in SalesOS — configure your workspace, add your logo, and prepare for your team. - [Dashboards and Reports](https://docs.play2sell.com/admin/reports/dashboards.md): Track KPIs, monitor team performance, and visualize sales data with SalesOS dashboards. - [Exporting Data](https://docs.play2sell.com/admin/reports/export.md): Export deals, leads, and reports from SalesOS in CSV, PDF, or via scheduled deliveries. - [Inviting Users](https://docs.play2sell.com/admin/users/invites.md): Invite team members to SalesOS — individual invites, bulk imports, and managing pending invitations. - [Roles and Permissions](https://docs.play2sell.com/admin/users/permissions.md): Configure roles and access control — define what each user role can see and do in SalesOS. - [Teams](https://docs.play2sell.com/admin/users/teams.md): Create and manage teams — organize your sales force into groups with hierarchy and dedicated management. - [Authentication](https://docs.play2sell.com/api/authentication.md): Authenticate with the SalesOS Integration API using tenant-scoped API Keys. - [Activities Integration](https://docs.play2sell.com/api/integrations/activities.md): Send numbered activities (001-999) from any CRM or external system to SalesOS using the Activities integration and API Keys. - [API Keys](https://docs.play2sell.com/api/integrations/api-keys.md): Create and manage API keys from the SalesOS Dashboard. - [Payments Integration](https://docs.play2sell.com/api/integrations/payments.md): Issue invoices, pay beneficiaries and read a unified statement from any system using the SalesOS Payments API and API Keys. - [SalesOS Documentation](https://docs.play2sell.com/index.md): Everything you need to know about SalesOS — the sales management platform that combines CRM, gamification, and automation. - [Changelog](https://docs.play2sell.com/support/changelog.md): SalesOS release notes — new features, improvements, and bug fixes. - [Contact and Support](https://docs.play2sell.com/support/contact.md): Get in touch with the SalesOS support team — support channels, hours, and how to report issues. - [Admin FAQ](https://docs.play2sell.com/support/faq/admin.md): Frequently asked questions about SalesOS administration — users, teams, settings, and billing. - [General FAQ](https://docs.play2sell.com/support/faq/general.md): Frequently asked questions about SalesOS — account, platform, compatibility, and general usage. - [Sales FAQ](https://docs.play2sell.com/support/faq/sales.md): Frequently asked questions about sales features — pipeline, leads, deals, and day-to-day usage. - [Technical FAQ](https://docs.play2sell.com/support/faq/technical.md): Frequently asked questions about SalesOS technical topics — API, integrations, security, and infrastructure. - [Integration Troubleshooting](https://docs.play2sell.com/support/troubleshooting/integrations.md): Troubleshoot common integration issues — API errors, webhook failures, n8n problems, and NFS-e issuance. - [Login Issues](https://docs.play2sell.com/support/troubleshooting/login.md): Troubleshoot common login problems — password reset, SSO errors, locked accounts, and browser issues. - [Performance Issues](https://docs.play2sell.com/support/troubleshooting/performance.md): Troubleshoot slow loading, lag, and performance problems in SalesOS. - [Chat](https://docs.play2sell.com/user-guide/communication/chat.md): Communicate with your team using SalesOS built-in chat — channels, direct messages, and deal discussions. - [Notifications](https://docs.play2sell.com/user-guide/communication/notifications.md): Configure notification settings — control what alerts you receive, how, and when. - [Badges](https://docs.play2sell.com/user-guide/gamification/badges.md): Earn digital badges for sales achievements — powered by the OpenBadges standard. - [Challenges](https://docs.play2sell.com/user-guide/gamification/challenges.md): Compete in sales challenges — time-limited competitions with goals, prizes, and team motivation. - [Rankings](https://docs.play2sell.com/user-guide/gamification/rankings.md): Understand how the SalesOS ranking system works — points, leaderboards, and how performance is measured. - [Getting Started](https://docs.play2sell.com/user-guide/getting-started.md): Your first steps in SalesOS — from logging in to navigating the dashboard and setting up your profile. - [Introduction to SalesOS](https://docs.play2sell.com/user-guide/introduction.md): Learn what SalesOS is, its key features, and how it can transform your sales team's performance. - [Lead Management](https://docs.play2sell.com/user-guide/sales/leads.md): Create, import, and qualify leads in SalesOS — from initial capture to conversion into deals. - [Opportunities](https://docs.play2sell.com/user-guide/sales/opportunities.md): Manage sales opportunities and deals — track values, forecast revenue, and move deals toward close. - [Sales Pipeline](https://docs.play2sell.com/user-guide/sales/pipeline.md): Manage your deals visually with the Kanban pipeline — move cards between stages, apply filters, and track progress. ## OpenAPI Specs - [salesos-api](https://docs.play2sell.com/openapi/salesos-api.yaml) - [salesos-internal-api](https://docs.play2sell.com/openapi/salesos-internal-api.yaml) - [openapi](https://docs.play2sell.com/api-reference/openapi.json) ## Optional - [Website](https://play2sell.com)