Set up your team

The steps an admin takes in the web portal before inviting reps.

Admins set everything up in the web portal at portal.fieldopscrm.app. Reps only need the iPhone app.

After you pay. Checkout brings you back to a welcome page. Choose a password for the email you paid with and press Create my login. You become your team's admin. If you already have a login with that email, choose I already have a Field Ops login and sign in instead. If we email you a confirmation link, open it on the same computer to finish. Your team is then set up and the portal opens; this can take a few seconds.

1. Brand. Open Branding and add your logo and colours. The app, the portal, emails and sell sheets all use them. The quickest way is Import from your brand guide: upload your brand guide PDF or brand kit (a ZIP, or your logo files), and Claude suggests your colours, typeface, tagline and logos. Tick what to keep, check the preview, then press Save. Your files are read once and not stored.
2. Products. Add what you sell under Products, with photos and a short pitch. Reps build sell sheets from this list.
3. Territories. Under Territories, add the markets you cover and who owns new accounts in each.
4. Pricing. Under Sell sheets, open Prices: bottle and case prices (Standard, plus a list for any state or channel priced differently), any deals such as by the glass or multi-case, and the small print on every sheet.
5. Invite your team. See Invite your team.
6. Accounts. Import a target list, or let reps add venues as they go. See Target lists.
7. Depletions. Upload your first distributor report. See Import depletion reports.

1. Get the app. Install it free from the App Store and sign in on your iPhone with the same email. See Get started in the app.

Want a hand? Book a free kickoff call and we'll set it up with you.

The portal's dashboard shows a Set up your team checklist. Each step ticks itself off once it's done, so there's nothing to mark by hand. Choose Hide checklist to put it away, and Show setup checklist under Help and support to bring it back. If you switch a feature off on the Features page, its step leaves the checklist (Sell sheets takes Pricing with it).

New teams also get a short welcome email, and a reminder on day 2 and day 7 listing anything still to do.