> For the complete documentation index, see [llms.txt](https://clientview.gitbook.io/clientview/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://clientview.gitbook.io/clientview/getting-started/configure-agency.md).

# Configure Agency

Before you begin adding clients, invite your team, create offers and organize your workspace with categories and set lead cost alerts.

{% hint style="info" %}
This is an important step as each of these elements can be assigned to clients, better get them built now so you do not need to go back later on. 
{% endhint %}

{% content-ref url="/pages/m6alu8g3mth8lM5APUTS" %}
[Invite Team](/clientview/getting-started/configure-agency/invite-team.md)
{% endcontent-ref %}

{% content-ref url="/pages/QQgnsiKUeHkNnyHQvzbw" %}
[Create Offers](/clientview/getting-started/configure-agency/create-offers.md)
{% endcontent-ref %}

{% content-ref url="/pages/VUa2cQYRgIiWhv1dRV9L" %}
[Categories + Alerts](/clientview/getting-started/configure-agency/categories-+-alerts.md)
{% endcontent-ref %}