> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your team

> Configure Unify so your team can start working.

export const PlanAvailability = ({plans}) => <aside aria-label="Plan availability" className="not-prose my-6 flex items-start gap-3 rounded-xl border border-zinc-200 bg-zinc-50 px-4 py-3 text-sm leading-6 text-zinc-700 dark:border-zinc-700 dark:bg-white/5 dark:text-zinc-300">
    <svg aria-hidden="true" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" strokeLinejoin="round" className="mt-1 shrink-0">
      <path d="m12 3 9 5-9 5-9-5 9-5Z" />
      <path d="m3 12 9 5 9-5M3 16l9 5 9-5" />
    </svg>
    <span>Available only on {plans} plans.</span>
  </aside>;

export const ThemedImageFrame = ({lightSrc, darkSrc, alt, caption}) => <Frame caption={caption}>
    <div className="block w-full dark:hidden">
      <OptimizedImage className="w-full" src={lightSrc} alt={(alt ?? caption) ?? ""} />
    </div>
    <div className="hidden w-full dark:block">
      <OptimizedImage className="w-full" src={darkSrc} alt={(alt ?? caption) ?? ""} />
    </div>
  </Frame>;

## Overview

Set up your CRM, sending mailboxes, and books of business so your team can start
outreach. This guide is for administrators configuring Unify.

## Add your team

You need administrator access to invite teammates. If your organization requires
enterprise SSO, arrange [SSO setup](/reference/workspace/sign-in-and-sso) before
asking the team to sign in.

<Steps>
  <Step title="Invite teammates">
    In [Settings → Users](https://app.unifygtm.com/dashboard/settings/workspace/users),
    click **Invite** and enter your teammates' work email addresses. Choose
    **Non-Admin** for reps and **Admin** for people who will manage the workspace.
    Review any seat charges before sending the invitations.

    <ThemedImageFrame lightSrc="/images/reference/workspace/members-light.png" darkSrc="/images/reference/workspace/members-dark.png" alt="An invitation prepared with Non-Admin permissions for a teammate." />
  </Step>

  <Step title="Confirm workspace access">
    Ask teammates to accept their invitations using those same email addresses.
    Check the users table for pending invitations before assigning their
    mailboxes and workflows. See [Members and roles](/reference/workspace/members-and-roles)
    for invitation and access help.
  </Step>
</Steps>

## Connect your CRM

<PlanAvailability plans="Business" />

Start with a workspace connection so you can enable bidirectional syncs and
use CRM data for account ownership and exclusions. Choose an integration account
with your CRM administrator, then follow the workspace connection instructions for
[Salesforce](/reference/integrations/salesforce/overview#setup) or
[HubSpot](/reference/integrations/hubspot/overview#setup).

<Steps>
  <Step title="Configure data and activity syncs">
    Review field mappings to choose how CRM fields correspond to Unify data
    and when values can be overwritten. Review sync rules to decide which
    actions in Unify should create or update CRM records and activities.

    Enable bidirectional syncs once these settings are ready. Allow the initial
    sync to complete before relying on CRM data for ownership or exclusions.
    Large CRMs can take hours or days to finish the initial sync.
  </Step>

  <Step title="Choose how reps access the CRM">
    If reps should use their own CRM permissions, configure
    [Salesforce connection preferences](/reference/integrations/salesforce/connection-preferences)
    or [HubSpot connection preferences](/reference/integrations/hubspot/connection-preferences).
    Ask each rep to authorize their own account using the integration guide's
    user connection instructions.
  </Step>
</Steps>

## Provision sending mailboxes

Choose whether the team will use dedicated Unify-managed mailboxes or connect
existing work email accounts. Each sending mailbox is assigned to a user.

<Tabs>
  <Tab title="Unify-managed mailboxes">
    <PlanAvailability plans="Business" />

    Unify typically provisions your initial mailboxes during workspace creation
    and onboarding based on the volume in your contract. Check which mailboxes
    are already provisioned before requesting more.

    <Steps>
      <Step title="Review your mailboxes">
        Open [Settings → Mailboxes](https://app.unifygtm.com/dashboard/settings/deliverability/mailboxes)
        to review your team's mailboxes. If you need more, click **New mailbox**,
        then **Buy managed mailboxes**. You need permission to manage billing
        to request mailboxes. If this option is unavailable, contact your Unify
        team to arrange setup.

        Select the users, enter the number of mailboxes for each, and confirm
        where their replies should be forwarded. Review the allowance and
        any additional charges before submitting the request.

        <ThemedImageFrame lightSrc="/images/reference/deliverability/managed-mailbox-request-light.png" darkSrc="/images/reference/deliverability/managed-mailbox-request-dark.png" alt="A managed mailbox request with an assigned user, quantity, forwarding address, and billing summary." />
      </Step>

      <Step title="Allow time for setup and warmup">
        Unify prepares the domains and mailboxes. Review the request in the
        **Pending** tab and check its estimated warmup completion date. Allow
        about three weeks for warmup and confirm readiness before sending.

        See [Unify-managed mailboxes](/reference/deliverability/managed-mailboxes)
        for the full setup and maintenance guidance.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Work mailboxes">
    <Steps>
      <Step title="Have each rep connect their email account">
        Ask reps to [connect their Google Workspace or Microsoft Outlook mailbox](/reference/deliverability/connect-a-mailbox).
        Each person signs in to their email account and authorizes the connection.
        Coordinate with your email administrator if approval is required.
      </Step>

      <Step title="Review the sender and capacity">
        Confirm mailbox assignments and have reps review their sender names
        and email signatures in
        [Settings → Profile](https://app.unifygtm.com/dashboard/settings/my-profile).
        Set [sending limits](/reference/deliverability/sending-limits) that account
        for email sent directly or through other tools.
      </Step>
    </Steps>
  </Tab>
</Tabs>

Use [mailbox groups](/reference/deliverability/mailbox-groups) if Unify should
choose among several sending mailboxes for a rep.

## Set up books of business

<PlanAvailability plans="Business" />

An engagement policy defines account ownership and which companies a team can
claim or contact. It needs a workspace CRM connection with bidirectional syncs
enabled. Decide which CRM field represents ownership, such as account owner or
BDR owner, before creating the policy.

<Steps>
  <Step title="Define ownership and engagement rules">
    Create an [engagement policy](/reference/engagement-policies/engagement-policies)
    for each team that needs different rules. Select its ownership field and
    users, and confirm each person's CRM identity mapping.

    Choose which existing CRM companies and new companies the team can work.
    Set the rules for claiming unassigned accounts and contacting accounts
    owned by another rep. Add exclusions for companies the team should avoid.
    For policy members, these exclusions replace sequence ruleset exclusions.

    Review and publish the policy, then confirm its user assignments.
  </Step>

  <Step title="Set account priorities">
    Create a [book ranking](/reference/book-of-business/book-rankings) using
    the signals that matter to your team. Apply it to the policy and choose
    how much reps can customize those priorities.

    <ThemedImageFrame lightSrc="/images/reference/book-of-business/book-ranking-policy-light.png" darkSrc="/images/reference/book-of-business/book-ranking-policy-dark.png" alt="A shared book ranking being applied to an engagement policy with personal customization settings." />
  </Step>

  <Step title="Review the resulting books">
    Review a rep's accounts with them and confirm that ownership, eligibility,
    and priorities match your expectations. Share
    [Work your book](/reference/book-of-business/work-your-book) for the daily
    workflow and [Account eligibility](/reference/book-of-business/account-eligibility)
    for understanding the team's rules.
  </Step>
</Steps>

## Prepare outreach

<Steps>
  <Step title="Prepare the team's sequences">
    [Create a sequence](/reference/sequences/create-a-sequence) for your initial
    audience. Choose the email and task steps, review personalization, and
    decide which messages need a rep's approval.

    Select a [ruleset](/reference/sequences/rulesets) for enrollment limits,
    applicable exclusions, and task assignment. Choose a
    [send schedule](/reference/sequences/send-schedules), review mailbox capacity,
    and publish the sequence when it is ready.
  </Step>

  <Step title="Configure the channels your team will use">
    For calling, complete [dialer setup](/reference/dialer/setup) and assign
    numbers to the people who need them. If the team handles replies in Slack,
    configure [shared reply alerts](/reference/notifications/preferences#route-replies-to-slack).

    If you plan to use website or product activity in prospecting and book
    rankings, configure [website tracking](/reference/signals/website-visitors)
    and the relevant [integrations](/reference/integrations/overview).
  </Step>
</Steps>

## Get the team ready to start

Share [Get started as a rep](/getting-started/get-started-as-a-rep) and walk
through the workflow together before expanding outreach. Confirm they
can find their accounts, access the intended sequence, and select a ready
sending mailbox. Review a personalized message together before the first
enrollment.

Once outreach begins, check that manual steps reach the intended person's
[task queue](/reference/tasks/complete-tasks) and that the team knows where to
[review and respond to replies](/reference/sequences/replies). Use
[sequence results](/reference/sequences/results) to review the initial outreach
before expanding to more accounts.


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