CRM & Sales Pipeline
Manage contacts, companies, deals, activities, and follow-ups with the built-in CRM system.
CRM Overview
How the built-in CRM works, what it tracks, and how it automatically populates from your interactions.
Managing Contacts
Adding, searching, updating, and linking contacts to companies in your CRM.
Companies & Organizations
Managing company records, linking contacts, and tracking industry, size, and relationship details.
Deals & Pipeline
Creating deals, understanding pipeline stages from lead to close, and advancing deals through the sales process.
Activity Tracking
How calls, emails, meetings, and notes are logged automatically, and how to view activity history.
Follow-ups & Reminders
Scheduling follow-ups, tracking due dates, and how your AI employee automatically surfaces things that need your attention.
How Deletion Works
What happens when you delete a contact, company, deal, activity, or follow-up — and how to recover if you delete the wrong thing.