> ## 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.

# Getting Started

> Your first steps in SalesOS — from logging in to navigating the dashboard and setting up your profile.

# 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

<Steps>
  <Step title="Open SalesOS">
    Go to [app.play2sell.com](https://app.play2sell.com) in your web browser. SalesOS works best on Chrome, Firefox, Safari, or Edge.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Explore the dashboard">
    After setup, you land on the main dashboard. Take a moment to familiarize yourself with the navigation sidebar on the left.
  </Step>
</Steps>

<Note>
  If you have not received an invitation email, contact your company administrator. They can send a new invite from the Admin panel.
</Note>

## Setting Up Your Profile

Your profile is how your team sees you in SalesOS. To edit it:

1. Click your avatar in the bottom-left corner of the sidebar
2. Select **Profile Settings**
3. 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                                     |
| **Email**                    | Your login email (cannot be changed — contact admin if needed) |
| **Notification preferences** | Choose how and when you receive notifications                  |

<Tip>
  Adding a profile photo helps your teammates quickly identify you in chat, rankings, and deal assignments.
</Tip>

## 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:

<AccordionGroup>
  <Accordion title="Performance Summary">
    Shows your key metrics for the current period: total deals, deals won, deals lost, total revenue, and conversion rate.
  </Accordion>

  <Accordion title="Pipeline Overview">
    A mini view of your pipeline showing how many deals are in each stage and their combined value.
  </Accordion>

  <Accordion title="Recent Activity">
    A feed of your latest actions — deals moved, leads created, badges earned, and messages received.
  </Accordion>

  <Accordion title="Ranking Position">
    Your current position in the team ranking, your point total, and how far you are from the next position.
  </Accordion>

  <Accordion title="Upcoming Tasks">
    Tasks and follow-ups scheduled for today and the coming days.
  </Accordion>
</AccordionGroup>

## 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                 |

## Next Steps

Now that you are set up, explore the core features:

<CardGroup cols={2}>
  <Card title="Sales Pipeline" icon="columns-3" href="/user-guide/sales/pipeline">
    Start managing your deals on the Kanban board
  </Card>

  <Card title="Lead Management" icon="user-group" href="/user-guide/sales/leads">
    Learn how to create and qualify leads
  </Card>

  <Card title="Gamification" icon="trophy" href="/user-guide/gamification/rankings">
    Understand how rankings and points work
  </Card>

  <Card title="Team Chat" icon="comments" href="/user-guide/communication/chat">
    Connect with your team
  </Card>
</CardGroup>