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

# Quick Start: Admin

> Set up WhiteWhale in under an hour. This admin guide walks through creating signals, adding accounts, connecting your CRM, and inviting your sales team.

This guide walks you through everything you need to do as an admin to get WhiteWhale fully configured for your team. Follow these steps in order — each one builds on the last.

***

## Step 1: Invite your team

Add everyone who will be using WhiteWhale before you start assigning accounts.

<Steps>
  <Step title="Go to the Team page">
    Click **Team** in the left nav and click **Add User**.
  </Step>

  <Step title="Add each team member">
    Enter their name, email, and select a role:

    * **Super Admin** — sales leadership, RevOps, anyone who needs full visibility
    * **Member** — individual AEs and SDRs working their own territory
  </Step>

  <Step title="Click Send Invite">
    WhiteWhale emails them their login automatically.
  </Step>
</Steps>

<Card title="Adding Users" icon="user-plus" href="/adding-users">
  Full guide to roles, permissions, and team configuration.
</Card>

***

## Step 2: Build your signal list

Signals are the questions WhiteWhale asks about every account. A good signal list is the foundation of everything — account scores, Account Suggestions, and the Why Now summaries all depend on it.

**Aim for 10–15 signals.** Mark your top 5–8 as High priority.

<Steps>
  <Step title="Go to the Signals page">
    Click **Signals** in the left nav, then click **Add Signal**.
  </Step>

  <Step title="Describe what you want to find">
    Type what you're looking for in plain English. WhiteWhale will convert it into the right format. You don't need to phrase it as a question — just describe it.

    Not sure what signals to add? Start here:

    * Did they hire a new CRO or VP of Sales?
    * Are they hiring multiple AEs or SDRs at once?
    * Did they announce new funding?
    * Are they expanding into a new market or geography?
    * Do they mention a problem your product solves?
  </Step>

  <Step title="Set signal priority">
    * **High** — your strongest buying signals. Use for 5–8 signals.
    * **Normal** — standard weight signals.
    * **Low** — background context, mute these so they don't flood your queue.
  </Step>

  <Step title="Add the signal and repeat">
    Build up to 10–15 signals before moving on.
  </Step>
</Steps>

<CardGroup cols={2}>
  <Card title="Signal Library" icon="book" href="/signal-library">
    Copy-paste templates organized by category — funding, hiring, leadership, technology, and more.
  </Card>

  <Card title="How to Get Unique Signal Ideas" icon="lightbulb" href="/how-to-get-unique-signal-ideas">
    Build a signal list specific to your ICP and sales motion.
  </Card>
</CardGroup>

***

## Step 3: Add accounts or turn on Account Suggestions

You have two options here — use one or **both**.

<AccordionGroup>
  <Accordion title="Option A: Add accounts from a list">
    Use this if you already have a set of accounts you want to monitor — assigned territories, closed-lost deals, a target list from your CRM.

    Go to the **Accounts** page → click **Add Accounts** → paste your company domains. WhiteWhale cleans up the formatting automatically.

    If your list is larger than your credit limit, open **Advanced Settings** and set how many accounts to activate. WhiteWhale will scan the full list and pick the best ones based on your signals.

    <Card title="Adding Accounts" icon="plus" href="/adding-accounts">
      Full guide including the Signal Suggestion Engine for large lists.
    </Card>
  </Accordion>

  <Accordion title="Option B: Turn on Account Suggestions (Recommended)">
    Use this if you want WhiteWhale to find net-new accounts that match your ICP and already have signal activity.

    Go to the **Suggestions** tab → click **Turn On** → set your filters:

    * **Signals** — leave as Any Of (avoid Must Have for now)
    * **Geography** — countries or US states you serve
    * **Industry** — match to LinkedIn industry categories
    * **Employee count** — your ICP range

    Click **Find Recommendations**. Results start appearing within 1–2 hours and grow daily.

    <Card title="Setting Up Account Suggestions" icon="wand-magic-sparkles" href="/setting-up-account-suggestions">
      Full setup guide with filter recommendations.
    </Card>
  </Accordion>
</AccordionGroup>

<Info>
  You can run both at the same time. Many teams start with a known list of accounts and turn on Account Suggestions to find net-new ones in parallel.
</Info>

***

## Step 4: Connect your integrations

Get WhiteWhale data flowing into the tools your team already uses.

<AccordionGroup>
  <Accordion title="CRM — HubSpot or Salesforce">
    Go to **Settings** → **Integrations** → find HubSpot or Salesforce and click **Set Up**. Use the one-click setup for a standard configuration.

    Once connected, WhiteWhale scores, signals, and Why Now summaries sync to your CRM daily.

    <CardGroup cols={2}>
      <Card title="HubSpot" icon="hubspot" href="/hub-spot">
        Setup guide and field reference.
      </Card>

      <Card title="Salesforce" icon="cloud" href="/salesforce">
        Setup guide and field reference.
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Slack or Microsoft Teams">
    Go to **Settings** → **Integrations** → connect Slack or Teams. Once connected, your reps will get notified directly in their channel when a new signal fires on one of their accounts.

    Have each rep go to **Settings** → **User Notifications** and turn on at minimum **Daily Signals** and **Assigned Accounts**.

    <CardGroup cols={2}>
      <Card title="Slack" icon="slack" href="/slack">
        Setup guide and notification options.
      </Card>

      <Card title="Microsoft Teams" icon="windows" href="/microsoft-teams">
        Setup guide and notification options.
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Google Calendar — pre-meeting briefs">
    Go to **Settings** → **Integrations** → **Google Calendar** → click **Connect**. Choose **On** to receive research briefs 24 hours before any meeting with a tracked account.

    <Card title="Pre-Meeting Research Brief" icon="calendar" href="/pre-meeting-research-brief">
      Setup guide and mode options.
    </Card>
  </Accordion>
</AccordionGroup>

***

## Step 5: Assign accounts to your team

Once accounts are in WhiteWhale — either added directly or accepted from Suggestions — assign them to your reps.

**For accounts already in your list:** Go to **All Accounts** → click the **Owner** field on any account → select the rep it should go to.

**For accounts coming in from Suggestions:** Go to the **Suggestions** tab → select accounts using the checkboxes → click **Activate** → choose to assign to one person or round-robin across the team.

**Pro tip:** Filter suggestions by geography, industry, or employee count before assigning to quickly route accounts to the right rep by territory or segment.

<CardGroup cols={2}>
  <Card title="Account Allocation" icon="users" href="/account-allocation">
    Reassign ownership on accounts already in your list.
  </Card>

  <Card title="Assigning Suggestions" icon="shuffle" href="/assign-suggestions-round-robin-etc">
    Bulk assign or round-robin accounts from your Suggestions queue.
  </Card>
</CardGroup>

***

## You're set up. What's next?

Send your reps to the **Rep Quick Start** guide so they know how to work their queue from day one.

<Card title="Quick Start: Rep" icon="user" href="/quick-start-rep">
  The rep's guide to working signals, using the Why Now, and booking meetings with WhiteWhale data.
</Card>
