User guide

• Read the workspace overview

  Check the workspace name at the top, then compare open pipeline with signed value and collections. Use the workspace selector to move between your internal team and a client engagement.

  Revenue overview

• Give a rep a lead

  In your internal workspace, open Sales team access. Approve the account executive, choose a lead and assign it to their email. That lead will appear in the rep’s Assigned leads tab.

  Workspace access

• Check a contact before outreach

  Open a verified lead to review the checked address, evidence and date. For a lead that still needs verification, use Master leads → Lead enrichment. Review outreach permission separately before enrolling a contact in a campaign.

  Verified leads

• Compare email variants

  Select a reporting week and compare the variants’ replies and meetings. Read the recommendation before deciding what to test in the next campaign.

  Campaign reports

• Follow a deal through proposal

  Open a quote to review its linked opportunity, amount, revision and decision. Use the Discovery call register for buyer requirements and Discovery follow-ups for the next commitment.

  Quote register

• Hand a signed deal to delivery

  Open the handoff for the deal. Check who owns delivery, the commercial terms and required inputs. Use Documents to share the materials your client will need.

  Handoffs

• Turn buyer feedback into product work

  Review proposed improvements against evidence in Market research and the Discovery call register. Open a proposal to record the decision and its owner.

  Improvement roadmap

• 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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