Company Configuration Guide

Complete walkthrough for setting up a new company in the SalesIndex coaching platform.

Setting up a new company involves 6 main steps. This guide walks through each phase to ensure all critical configurations are in place before launching the coaching program.

Estimated setup time: 30-60 minutes depending on complexity

Note: Some steps can be done in parallel, but we recommend following this order for a smooth setup.

Create the company record with essential information.

Required Fields:

Company Name
Parent Coaching Company (must already exist)
Timezone (e.g., America/Chicago)
Country (for holiday defaults)
Access Level (usually Level 2 for new companies)

Recommended Fields:

IndustryOptional
Logo URLOptional
Program Start Date (when coaching begins)Optional

💡 Tip: You can configure advanced settings (daily messages, weekly reports, etc.) in the same form after creating basic info.