Getting Started with SalesOS
This guide walks you through your first login, profile setup, and an overview of the main dashboard so you can start working right away.First Login
Open SalesOS
Go to app.play2sell.com in your web browser. SalesOS works best on Chrome, Firefox, Safari, or Edge.
Enter your credentials
Use the email address and password provided by your company administrator. If your company uses single sign-on (SSO), click the SSO button and select your identity provider.
Complete your profile
On first login, you will be prompted to complete your profile. Add your name, photo, and phone number. This information is visible to your team members.
If you have not received an invitation email, contact your company administrator. They can send a new invite from the Admin panel.
Setting Up Your Profile
Your profile is how your team sees you in SalesOS. To edit it:- Click your avatar in the bottom-left corner of the sidebar
- Select Profile Settings
- Update the following fields:
| Field | Description |
|---|---|
| Name | Your full name as displayed to team members |
| Photo | A profile picture (recommended: square, at least 200x200px) |
| Phone | Your business phone number |
| Your login email (cannot be changed — contact admin if needed) | |
| Notification preferences | Choose how and when you receive notifications |
Dashboard Overview
The main dashboard is your home base in SalesOS. It gives you a snapshot of your current performance and pending activities.Navigation Sidebar
The left sidebar contains all main sections:- Dashboard — Your performance overview and KPIs
- Pipeline — The Kanban board for managing deals
- Leads — Your lead database
- Chat — Team communication
- Rankings — Gamification leaderboards
- Badges — Your earned and available badges
- Challenges — Active sales challenges
- Reports — Detailed analytics (managers and admins)
- Admin — Company settings (admins only)
Dashboard Widgets
The dashboard displays several widgets:Performance Summary
Performance Summary
Shows your key metrics for the current period: total deals, deals won, deals lost, total revenue, and conversion rate.
Pipeline Overview
Pipeline Overview
A mini view of your pipeline showing how many deals are in each stage and their combined value.
Recent Activity
Recent Activity
A feed of your latest actions — deals moved, leads created, badges earned, and messages received.
Ranking Position
Ranking Position
Your current position in the team ranking, your point total, and how far you are from the next position.
Upcoming Tasks
Upcoming Tasks
Tasks and follow-ups scheduled for today and the coming days.
Keyboard Shortcuts
SalesOS supports keyboard shortcuts to help you work faster:| Shortcut | Action |
|---|---|
G then D | Go to Dashboard |
G then P | Go to Pipeline |
G then L | Go to Leads |
G then C | Go to Chat |
N | Create new deal or lead (context-dependent) |
/ | Open global search |
? | Show all keyboard shortcuts |