User guide

• Find the accounts you own

  Open an assigned lead and read its stage, contact details and next action. If the list is empty, ask an admin to assign your first account. Sample leads are available while you wait.

  Assigned leads

• Practice a lead update

  Open a fictional lead, choose its sales stage, add a next action and save. Practice changes stay separate from your assigned accounts.

  Sample leads

• Make a call and record the outcome

  Choose an assigned account with a phone number and open the call link in your phone app. After the call, log the outcome and set a next step. Use Email composer for a follow-up or open LinkedIn from the lead profile.

  Calling

• Capture what the buyer needs

  Add a discovery call linked to the assigned account. Record the buyer’s problem, the agreed next step and its due date. Look for the follow-up in Sales tasks.

  Discovery call register

• Keep the opportunity current

  Open the opportunity for your account. Update its stage and next action after each conversation. When the buyer needs a proposal, track its amount and decision in Quote register.

  Sales pipeline

• Message someone in your workspace

  Open Messages, select New message and choose an active workspace member. Write your update and select Send message. Open a conversation to read replies; the badge shows unread messages in the selected workspace. Only the two participants can read the conversation.

  Messages

What’s new

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