> For the complete documentation index, see [llms.txt](https://docs.navigaglobal.com/naviga-subscribe/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.navigaglobal.com/naviga-subscribe/csr-user-guide/solicitor-concierge-guide/solcon-quickstart.md).

# Solicitor Quickstart

This quick start guides you through getting your first offer group up and running in Solicitor. For detailed explorations of the features explored in this quick start, check out the [tutorials](/naviga-subscribe/csr-user-guide/solicitor-concierge-guide/solcon-tutorials.md) section.

## Before you start

Make sure you meet the following pre-requisites before starting the tutorial steps:

* Reach out to Naviga Implementation Manager to ensure your Solicitor site has been configured

## Get started

#### Step 1 - Configure an available area

By default, all of the US and CA postal codes will be included as deliverable areas. To narrow further:

1. Select **inventory**, then choose **available areas**.
2. Select **+ new** button.
3. Add the deliverable ZIP/Postal codes of your publication.
4. Name your **available area**, then select **save**.

#### Step 2 - Configure your first product

1. Select **inventory**, then choose **products and bundles**.
2. From the **billing** tab, navigate to your product and select the pencil icon.
3. Add your newly created **available area** to the billing product. Select **save**.
4. Select the **sales** tab, then select the **+ new** button.
5. Name your new sales product, add your billing product, and add your newly created **available area**.
6. Select **save**.

#### Step 3 - Configure your first terms and conditions

1. Select **inventory**, then choose **terms and conditions**.
2. Select the **+** button.
3. Create a name for your new terms and conditions option.
4. Write your terms and conditions in the body field.
5. Optionally, check the **set as default** box if applicable.
6. Select **save**.

#### Step 4 - Configure your first marketing text

1. Select **inventory**, then choose **marketing text**.
2. Select the **+** button.
3. Create a name for your new marketing text option.
4. Fill in your desired text in the text fields.
5. Optionally, check the **set as default** box if applicable.
6. Select **save**.

#### Step 5 - Optionally, configure your sales team

If your offer will be using `direct sales/Kiosk` or `Subscriber concierge admin`, follow this step. Otherwise, unselect these options from **Offer Groups -> Additional Options** setting and skip the rest of this step.

1. Select **teams**, then choose **sales team**.
2. Select the **+ new** button.
3. Enter a name for your sales team, then configure their privileges.
4. Select **save**.

#### Step 6 - Configure your first offer group

1. Select **offer groups**.
2. Select the **+** button.
3. Name your offer group. Add your product, price, and division.
4. Select **publish**

## What's next

Congratulations! You've just configured your first inventory products and Offer Group. Follow these sets of instructions for each product and/or Offer Group that you wish to create. For more detailed explorations of the Solicitor features, check out the [tutorials](/naviga-subscribe/csr-user-guide/solicitor-concierge-guide/solcon-tutorials.md) or[ Solicitor UI](/naviga-subscribe/csr-user-guide/solicitor-concierge-guide/find-you-way-around-solcon-ui.md) sections.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.navigaglobal.com/naviga-subscribe/csr-user-guide/solicitor-concierge-guide/solcon-quickstart.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
