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Quickstart

Get your team live fast and avoid rework later.

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1) Set up your workspace

1

Create your core team

Add one admin, at least one manager, and one rep before importing deals.
2

Confirm role boundaries

  • Admins: full system access
  • Managers: team-wide visibility
  • Reps: own pipeline and earnings visibility
3

Turn on notification channels

Decide which alerts should go to email, in-app notifications, and team chat.

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2) Configure your operating flow

Pipeline Stages

Define the exact stages your team runs every day.

Commission Rules

Lock in split rules, payout milestones, and exception handling.

Installer Handoffs

Define required fields so installs never get blocked by missing data.

Rep Visibility

Make sure reps can track earnings and stage movement in real time.

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3) Connect integrations

Start with the high-impact connectors first:
  • Proposal/design tool
  • Messaging/notification channel
  • Accounting or payout source
Keep phase 1 simple: connect only what your team uses every day, then expand.

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3.1) Technical launch checklist

Use this if your ops lead or developer is handling implementation details:
Confirm role-based access paths using one real user per role.
Verify integration payloads use stable IDs (not names) for matching.
Confirm retry-safe behavior for inbound webhook or automation events.
Add alerting for failed syncs before opening rollout to the full team.

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4) Train and launch

1

Run a dry-run week

Use real deal scenarios with a small test cohort before full rollout.
2

Publish operating rules

Document required fields, stage ownership, and handoff SLA expectations.
3

Go live with scorecards

Track adoption by stage movement, handoff quality, and payout confidence.

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Next steps