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Admin Setup Checklist: Getting Started with Salesgear

Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over 2 weeks ago

Welcome aboard! As an admin, you’re responsible for setting up Salesgear so your team can start outreach smoothly and stay aligned as you scale.

This guide walks you through the key setup areas in the right order.

You don’t need to configure everything at once, but completing these steps early will help avoid friction later.

1. Complete Your Profile

Your profile represents you across emails, meetings, and internal collaboration.

Go to Settings → Profile and add:

  • Your name

  • Job title

  • Phone number

  • Calendar URL (if available)

This information is used across outreach and scheduling.

2. Connect Inboxes

Inbox connection is required to send emails, sync calendars, and track engagement.

As an admin, you can connect both your inbox and your teammates’ inboxes.

Steps:

  1. Go to Settings → Connected Inbox

  2. Click Connect Inbox

  3. Choose Gmail, Outlook, or SMTP

  4. Follow the setup steps

Make sure inboxes are connected before launching sequences.

3. Invite Users and Create Teams

If you’re working with multiple users, set this up early.

Invite users

  • Go to Settings → Users & Teams

  • Click Add user

  • Assign roles (Admin or User)

Create teams

  • Use teams to organize users by region, function, or ownership

  • Assign team owners for clearer accountability and reporting

This structure helps keep reports, sequences, and responsibilities clean.

4. Configure Contact Settings

Contact settings define how data is organized and protected across your account.

Under Settings → Contact Settings, review:

Contact Stages

  • Create stages that reflect your sales process

  • Configure stage rules if needed

Do Not Contact Domains

  • Add domains you never want to reach out to (customers, competitors, internal domains)

  • Supports manual entry and CSV uploads

Custom Fields

  • Create fields to store personalized data

  • Use them inside emails and templates

  • Ensure custom fields are included during CSV imports when required

5. Set Up Integrations

Salesgear integrates with popular CRMs and platforms to keep data in sync.

To connect integrations:

  1. Go to Settings → Integrations

  2. Choose the platform

  3. Click Connect

  4. Complete the setup steps

This ensures contacts, activities, and outcomes flow across tools.

6. Review Account Settings

Account settings control sending behavior, automation, and scheduling.

Key areas to review:

Email Settings

  • Daily email limits

  • Minimum delay between emails

  • Open and click tracking

Calendar

  • Create meeting events

  • Control availability and booking rules

  • Required for scheduling meetings

Schedules

  • Configure sending windows based on timezones

  • Create multiple schedules if needed

Custom URL

  • Set up a custom tracking domain

  • Helps prevent spam and phishing flags

Triggers

  • Automate actions based on engagement

  • Configure conditions and actions carefully

  • Use “trigger only once per contact” where appropriate

7. Final Checks Before Launch

Before your team starts active outreach:

  • Inboxes are connected

  • At least one calendar event is active

  • Email limits and schedules are set

  • Teams and permissions are reviewed

  • Do Not Contact domains are added

Once these are in place, your team is ready to start using Salesgear confidently.

Need help?

Each section above has dedicated help articles with step-by-step guidance. If you need assistance or want help reviewing your setup, reach out to our support team via the in-app messenger.

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