CRM

Create a CRM workspace using the Company or team name field and Create workspace button shown here. Then open Leads to manage prospects.

Create a CRM workspace using the setup prompt shown here. Once created, open Contacts to manage people in the workspace.

Create a CRM workspace using the setup prompt shown here. Once created, open Accounts to organize companies and customer records.

Create a CRM workspace using the setup prompt shown here. Once created, open Deals to create and track sales opportunities.

Create a CRM workspace using the setup prompt shown here. Once created, open Tasks to manage customer follow-ups.

Create a CRM workspace using the setup prompt shown here. Once created, open Calls to review activity and related notes.

Create a CRM workspace using the setup prompt shown here. Once created, use Settings to configure workspace and lead-collection integrations.

Create a CRM workspace using the setup prompt shown here. Once created, open Developer Docs for API examples and inbound webhook guidance.

Create a CRM workspace using the setup prompt shown here. Once created, open Reports to review sales activity and performance.

Create a CRM workspace using the setup prompt shown here. Once created, open User Guide & Playbook to review the CRM AI Copilot workflow.