1. Confirm company settings
Check company name, timezone and working language before creating staff accounts.
Quick start
First-day AllOneSales quick start for new-tenant administrators and employees.
1
Administrator path
Set up a safe, working tenant before inviting the whole team.
2. Create teams and roles
Create real operating teams and grant the smallest suitable role.
3. Create employee accounts
Create one employee login with a temporary password, share it securely and ask that employee to change the password and test access. No email invitation is sent.
4. Connect the first customer channel
Authorize one supported provider account and map its inbox to a team.
5. Complete a two-way test message
Send from a separate customer account, reply in AllOneSales and verify delivery.
6. Set ownership and response monitoring
Confirm the mapped team, default handling process and overdue queue owner.
7. Review the first operating view
Open the dashboard, set the date range and confirm test activity is represented.
8. Show the team where to get help
Open Help & Support, review the manual and send a non-sensitive test support message.
2
Employee path
Learn the daily workflow and where to get help.
1. Sign in and check your profile
Confirm name, language and notification preferences, then change any temporary password.
2. Handle your first conversation
Open the assigned queue, review customer context, reply and set the correct next status.
3. Record a customer follow-up
Search the customer, confirm contact details and record one accountable next action.
4. Use IM and complete a task
Send an internal message, create or accept a task and attach the result before completion.
5. Open help and online support
Find the manual, replay the guided tour and learn what context to send support.