Properly configuring your organization settings ensures that SalesSheet.ai works exactly how your team needs it to. From your company name and branding to timezone settings and pipeline stages, this guide covers everything you need to set up a professional, efficient workspace.
Antes de Comenzar
- You must have created your SalesSheet.ai account
- Your company logo file (PNG or SVG, recommended size: 200x200px)
- Understanding of your sales process and pipeline stages
- Admin or owner permissions in your organization
Name Your Organization
Navigate to Settings from the top navigation bar (click the gear icon), then you'll see the Settings page with tabs for General, Team, Integrations, and Billing. The General tab contains your Organization settings.
In the "Organization Name" field, enter your company's official name. This name appears throughout the application - in email signatures, shared documents, and when you invite team members. Choose a name that's professional and recognizable to your customers and team.
You can also add an optional "Organization Display Name" if you want a shorter version for the interface. For example, your official name might be "Acme Corporation International LLC" but your display name could be simply "Acme."
Click Save Changes when you're done. The new name will take effect immediately across your entire workspace.
Set Your Timezone and Regional Settings
Scroll down to the "Regional Settings" section. Selecting the correct timezone is crucial for accurate activity timestamps, scheduled emails, and meeting reminders.
Primary Timezone: Choose the timezone where your main office or headquarters is located. This becomes the default timezone for your organization. All timestamps, scheduled activities, and reports will use this timezone unless individual users override it in their personal settings.
Date Format: Select your preferred date format (MM/DD/YYYY, DD/MM/YYYY, or YYYY-MM-DD). This affects how dates appear throughout the application in contact records, activity logs, and reports.
Currency: Set your default currency for deals and revenue tracking. Choose from over 150 currencies worldwide. This setting determines how monetary values are formatted and which currency symbol appears in your opportunity pipeline.
Number Format: Choose between US format (1,234.56) and European format (1.234,56) for displaying numbers in reports and analytics.
Upload Your Team Logo
In the "Branding" section, you'll see an option to upload your company logo. This logo appears in several places:
- The top-left corner of your SalesSheet workspace (replacing the default icon)
- Email signatures when you send emails through SalesSheet
- Shared proposals and documents
- Public-facing booking pages if you use those features
Click the Upload Logo button and select your logo file. For best results, use a PNG file with a transparent background, sized at 200x200 pixels or larger. The system automatically resizes your logo to fit different contexts while maintaining aspect ratio.
You'll see a preview of how your logo appears in the interface. If you're not satisfied, click "Change Logo" to upload a different file. You can remove your logo at any time by clicking "Remove Logo," which reverts to the default SalesSheet icon.
SVG files are also supported and recommended for sharp display at any size, especially if your logo contains text or fine details.
Configure Default Pipeline Stages
Navigate to the "Pipeline Settings" section. Your sales pipeline is how you track opportunities from first contact to closed deal. SalesSheet.ai comes with default stages, but you should customize them to match your actual sales process.
Default Pipeline Stages: You'll see a list of stages such as "Lead," "Qualified," "Proposal," "Negotiation," and "Closed Won/Lost." These represent the journey a deal takes through your sales cycle.
Customize Your Stages: Click Edit Pipeline to modify stages. You can:
- Rename stages to match your terminology
- Add new stages by clicking "+ Add Stage"
- Remove stages you don't use (drag to the trash icon)
- Reorder stages by dragging them up or down
- Set probability percentages for each stage (used in forecasting)
For example, if you run a SaaS company, your stages might be: "Demo Scheduled," "Trial Started," "Champion Identified," "Proposal Sent," "Negotiation," "Closed Won," and "Closed Lost."
Stage Settings: For each stage, you can configure:
- Win Probability: The likelihood a deal in this stage will close (0-100%)
- Rotting Time: How many days before a deal in this stage is considered stale
- Required Fields: Information that must be filled before moving to this stage
- Automated Actions: Tasks or emails triggered when a deal enters this stage
Click Save Pipeline when you're finished. Existing opportunities will remain in their current stages, but new opportunities will use your updated pipeline.
Set Up Business Hours and Working Days
In the "Business Hours" section, define when your team is actively working. This information helps the AI schedule follow-ups at appropriate times and prevents notifications outside working hours.
Working Days: Select which days of the week your team operates. Most businesses choose Monday through Friday, but you can select any combination including weekends.
Business Hours: Set your start and end times for each working day. For example, 9:00 AM to 5:00 PM. You can set different hours for different days if needed (like shorter hours on Friday).
These settings affect when:
- The AI suggests sending follow-up emails
- Automated sequences deliver messages
- Meeting availability is shown to prospects
- Response time metrics are calculated
Individual team members can override these settings in their personal preferences if they work different hours.
Pro Tip: Align Pipeline Stages with Revenue Recognition
When setting up your pipeline stages and probability percentages, consider how they align with your revenue recognition practices. Many finance teams want pipeline forecasts to match accounting periods. Setting realistic probability percentages at each stage (based on historical data) makes your pipeline reports more valuable for forecasting and planning.
What Happens After Organization Setup
Once you've configured your organization settings, your SalesSheet workspace is personalized and ready for your team:
- Your logo and branding appear throughout the interface
- All timestamps and dates display in your preferred format and timezone
- New opportunities automatically use your custom pipeline stages
- Email signatures include your organization name and branding
- Team members you invite will inherit these default settings
- Reports and analytics use your currency and number formats
You can modify any of these settings at any time. Changes take effect immediately and apply to all team members, though some personal preferences (like individual timezone) can be overridden by each user.
Solución de Problemas
I can't see the Organization Settings
Organization settings are only available to users with Admin or Owner roles. If you can't access Settings > Organization, you may have a Member or Viewer role. Contact your organization administrator to request admin access or to make changes on your behalf. The person who created the account is automatically the Owner.
My logo appears blurry or distorted
This usually happens when the uploaded logo file is too small or low resolution. For best results, upload a logo that's at least 200x200 pixels. PNG files with transparent backgrounds work best. If your logo contains text or fine details, consider using an SVG file which scales perfectly at any size. Avoid uploading logos with extreme aspect ratios (very wide or very tall) as they may be cropped.
Can I have multiple pipelines for different products?
Yes! While this guide covers the default pipeline setup, SalesSheet.ai supports multiple custom pipelines. Go to Settings > Pipelines and click "Create New Pipeline" to add additional pipelines for different product lines, services, or sales processes. Each pipeline can have its own stages, probabilities, and automation rules. You can select which pipeline to use when creating a new opportunity.
Changes aren't saving or appear to revert
Make sure you click the "Save Changes" button after modifying any settings. If changes still don't save, try refreshing your browser or clearing your cache. Check that you have a stable internet connection. If the problem persists, you may have hit a browser timeout - try making smaller changes and saving more frequently. Contact support if you continue experiencing issues.