User Guides

User Guides

Guides for every role

Pick a guide to see its how-tos, concepts, and full walkthroughs. Screenshots are captured from the running app with demo data.

Sales Manager

Campaigns, team, lead imports, assignment, approvals, and team reports — for managers and admins.

14 guides

Sales Rep

Assigned leads, visits, lead requests, journey plan, and personal reports — for field reps.

10 guides

Inside-sales flow

How inbound becomes a company, lead, deal, and POS deployment — campaign is the source, product lives on the deal.

Explainer