Do this, in order

1. 1Open Sales from the workspace sidebar.
2. 2Click Dashboard if you are on another Sales page.
3. 3Scan Needs attention and click a row to go straight to tasks, contacts, companies, or pipeline.
4. 4Click New deal to add an opportunity, or Pipeline to work the full list.
5. 5Click View full pipeline or View analytics for deeper views.

Land your first deal (empty workspace)

1. 1Click Add a contact to create someone in CRM.
2. 2Or click Import from CSV on the empty state to bulk-load contacts.

On this screen

Sales Dashboard

Your home screen for pipeline health and what to do next.

Sales Employee

Opens your AI sales helper in Workspace.

Pipeline

Shortcut to the full deal list.

New deal

Opens a dialog to create a deal without leaving the dashboard.

Total Deals

How many deals exist. Hint shows open vs won counts.

Open Deals Value

Money still in play. Higher means more revenue at stake if you close.

Won Deals

Deals marked won. Hint shows conversion rate (won divided by all deals).

Won Value

Revenue from won deals. Hint shows average days to close.

Conversion Rate

Share of deals that reached Won. Higher is better.

Needs attention

Red, yellow, or green alerts such as overdue follow-ups, stale deals, or new leads waiting.

Pipeline Overview

Deal counts by stage from Lead through Won and Lost.

Won Revenue Over Time

Monthly chart of closed revenue. Empty until you win deals.

Pipeline Health

Breakdown of open, won, follow-ups, unanswered, and stale deals.

Recent Deals

Latest five deals with contact, stage, value, and updated date.

Activities

Same urgent items as Needs attention, with quick links to Contacts, Import, and Finance when enabled.

Do this, in order

1. 1Open Sales → Clients.
2. 2Use Search clients, emails, companies… to find someone.
3. 3Filter by Lifecycle or Module to narrow the list.
4. 4Click a row to open the contact in CRM.
5. 5Click Import clients or New relationship for bulk or single adds.

Set who counts as a client

1. 1Click Open Sales settings on the banner.
2. 2Choose your client rule, then return to Clients.

On this screen

Clients

Customer relationship view (not the same as raw Contacts).

Relationships

Total CRM contacts tracked as relationships.

Paying

Contacts with paid or partial invoices. Higher means more paying accounts.

Active clients

Won deals or active delivery. Shows who you are actively serving.

At risk

Overdue invoices or stale activity. Higher needs urgent follow-up.

Connected

Relationships linked to other apps (Finance, PM, etc.).

Lifecycle

Lead, Prospect, Active client, Paying customer, At risk, or Former customer.

Revenue

Paid total and pipeline value per row.

Delivery

Active projects and open or won deals.

Module signals

Latest activity from linked modules.

Do this, in order

1. 1Open Sales → Contacts.
2. 2Type in Search contacts, companies, emails… to find someone.
3. 3Open filters: choose Status and Source, then Reset if needed.
4. 4Pick a view tab (All Contacts, Leads, etc.).
5. 5Click Add Contact, or Import for CSV.
6. 6Select rows to bulk export, change stage, assign owner, verify email, or delete.

Verify email addresses

1. 1Click Verify emails in the header strip.
2. 2Review results, then re-run after imports.

On this screen

Total Contacts

Everyone in your book, all time.

Clients

Contacts marked as clients. Percent shows share of total.

Leads

Early-stage people not yet qualified.

Prospects

Engaged leads moving toward a deal.

Won

Closed-won contacts.

Avg. Score

Average lead score. Higher often means hotter interest.

All Contacts / Clients / Leads / Prospects / My Contacts

Quick views. My Contacts shows records assigned to you.

Status

Filter by stage such as New, Contacted, Qualified, Won.

Source

Where the contact came from (manual, referral, CSV, etc.).

Import

Upload a CSV with column mapping.

Export

Download visible or selected contacts as CSV.

Add Contact

Opens the new contact form.

Do this, in order

1. 1Click Add Contact on the Contacts page.
2. 2Type Name and Email (required).
3. 3Choose Company, Stage, and Source if you know them.
4. 4Click Show more only if you need phone, tags, or notes.
5. 5Click Save contact.

Cancel and go back

1. 1Click Back to contacts at the top.

On this screen

New contact

Create form. Name and a valid email or phone are required.

Avatar

Optional photo (JPEG, PNG, or WebP).

Name

Full name shown everywhere in CRM.

Email

Primary address for outreach and deduplication.

Company

Pick existing or create inline.

Stage

New, Contacted, Qualified, through Won or Lost.

Source

How you met them (manual, website, referral, etc.).

Show more

Extra fields: phone, address, tags, notes, owner, score.

Save contact

Creates the record and returns you to contacts or detail.

Do this, in order

1. 1Open Sales → Companies.
2. 2Search by company name if the list is long.
3. 3Review Pending suggestions: Confirm or dismiss each match.
4. 4Click New company to add one, or Import for CSV.
5. 5Click a company row to open its detail page.

Detect new suggestions

1. 1Click Detect matches to scan contacts for new company links.

On this screen

Companies

Accounts that group contacts and deals.

Total companies

How many company records you have.

Linked contacts

Contacts tied to a company record.

Pending suggestions

Contacts waiting for you to confirm which company they belong to.

Suggested matches

Review queue from email domain or company name.

Confirm all

Accept all safe matches in one go.

New company

Create an account manually.

Import

Bulk load companies from CSV.

Do this, in order

1. 1Open Sales → Pipeline.
2. 2Click New deal to add one.
3. 3Change Stage on a row, or drag on the board.
4. 4When a deal is won, follow Mark a deal won if you need an invoice or project.

On this screen

New deal

Opens the create deal form.

Stage

Change Lead through Won or Lost on a row.

List / Board

Table or cards.

Import

CSV import from the header.

Do this, in order

1. 1Open Sales → Pipeline.
2. 2Click Board in the view picker (or open Pipeline board directly).
3. 3Drag a deal card from one column to another to update its stage.
4. 4Click a card to open the deal detail page.
5. 5Click New deal to add one, then drag it to the right column.

Switch back to the table

1. 1Click List in the view picker.

On this screen

Pipeline

Kanban board of deals.

List / Board

Switch between table list and drag board.

Lead / Qualified / Proposal / Negotiation / Won / Lost

Columns. Drag a card to change stage.

Deal card

Shows title, contact, value, and last updated date.

New deal

Add a deal; then drag it between columns.

Do this, in order

1. 1From Sales Dashboard, click View tasks, or go to /sales/tasks.
2. 2Search tasks… or filter by Status.
3. 3Click Start, Mark done, or Reopen from the row menu to advance status.
4. 4Click Add task, fill title and optional contact/deal, then save.
5. 5Select tasks to bulk delete with a required reason.

Create a follow-up from a contact

1. 1Open a contact detail page.
2. 2Click Schedule follow-up.
3. 3Save the task with a due date.

On this screen

Tasks

Follow-ups and action items for sales.

Status

To do, In progress, Done, or Cancelled.

Priority

Low through Urgent. Urgent items stand out in red.

Contact / Deal

Who or what the task relates to.

Due

When the task is due.

Add task

Create a new follow-up.

Do this, in order

1. 1Open Sales → Analytics from the sidebar or dashboard link.
2. 2Read the four metric cards at the top.
3. 3Compare funnel stages to see where deals stall.
4. 4Check Monthly revenue for seasonality.

On this screen

Analytics

Pipeline performance and revenue insights.

Total Deals

All deals in the period.

Total Revenue

Money from won deals.

Conversion Rate

Lead to Won percentage. Higher means a healthier funnel.

Avg Deal Cycle

Average days from create to close. Lower is usually better.

Pipeline funnel

Bar chart of deals per stage.

Monthly revenue

Won revenue by month. Empty until deals close.

Do this, in order

1. 1Open Sales → Contacts and click a name.
2. 2Click any field to edit inline (email, phone, stage, owner, etc.).
3. 3Click New deal or Schedule follow-up for next steps.
4. 4Open the Activity tab to log calls, notes, or read email history.
5. 5Click Send email to message them from Marketing composer.

Confirm a suggested company

1. 1If you see a company suggestion banner, click Accept or pick another company.
2. 2Save to link the contact to the right account.

On this screen

Stage badge

Contact lifecycle stage. Click fields to edit inline.

Score

Lead score. Higher suggests stronger fit or engagement.

New deal

Start an opportunity for this person.

Schedule follow-up

Create a dated task.

Send email

Compose marketing email from the contact record.

Overview / Deals / Activity / Files

Tabs for summary, pipeline, timeline, and attachments.

Company card

Linked account; click to open company detail.

Delete

Remove contact with a required reason.

Do this, in order

1. 1Open Sales → Companies and click a row.
2. 2Click fields to update name, website, industry, or legal details.
3. 3Add a domain if you want future contacts auto-linked.
4. 4Click a contact or deal row to drill into that record.
5. 5Upload a logo with the avatar control if you have one.

On this screen

Company name

Click to edit inline.

Domains

Email domains used to auto-match contacts.

Website / Industry / Phone / Address

Account profile fields, editable inline.

Enrich

Pull public firmographics when available.

Contacts

People linked to this company.

Deals

Open and closed opportunities for this account.

Delete company

Remove with a required reason.

Do this, in order

1. 1Open a deal from Pipeline list or board.
2. 2Click the Won step in the stage row to mark the deal won (or pick another stage).
3. 3Edit title, value, expected close, and notes inline.
4. 4When won, click Issue invoice to create billing in Finance.
5. 5Follow the dialog to confirm line items, then open the new invoice.
6. 6Click Create project if you deliver work in PM.

Invoice remaining balance

1. 1After a partial invoice, click Invoice remaining balance or Create another invoice.
2. 2Complete the transition dialog.

On this screen

Deal stage stepper

Lead through Won/Lost buttons. Click Won to mark the deal closed won.

Deal value

Amount and win probability.

Overview / Money / Files

Summary, invoices and payments, attachments.

Issue invoice

Create a Finance invoice from this deal (available when Finance is on).

Create project

Spin up PM delivery after Won.

Upload file

Attach proposals or contracts.

Sales Employee

AI helper for next steps on this deal.

Invoices

Linked billing documents and status.

Do this, in order

1. 1Open Sales → Pipeline.
2. 2Click New deal.
3. 3Name it and pick or create the contact.
4. 4Set value and stage.
5. 5Save. Drag the card later when the stage changes.

On this screen

Name

What you call the deal.

Contact / company

Who it is with. Create them inline if they are missing.

Value / stage

Amount and where it sits on the board.

Save

Adds the deal to the pipeline.

Do this, in order

1. 1Open the deal from Sales → Pipeline.
2. 2Change Stage to Won.
3. 3If you need to bill now, choose Create invoice and finish the invoice lines.
4. 4If you need delivery work, choose Create project and pick a template.
5. 5If you only needed the stage change, skip follow-up.

On this screen

Stage: Won

Marks the deal closed as won.

Create invoice

Opens Finance with the customer and amount filled.

Create project

Opens the project wizard for delivery work.

Skip for now

Leaves the deal won without creating follow-up records.