Workstation Documentation

Workstation helps teams manage customer records, sales work, operations, marketing, billing, performance, knowledge, reporting, and administration from one workspace.

These docs are written for people who need practical answers while setting up or using the app. Start with the sales flow if you are learning the CRM model, or jump into the module you are working with.

Start here

Getting Started explains the main workflow and where each module fits.
Contacts covers customer records, lifecycle status, qualification, and relationship tracking.
Activities explains how calls, meetings, tasks, emails, and notes connect to CRM records.
Inbox covers shared customer conversations.
Content Hub explains internal and public knowledge content.
Settings covers app configuration, integrations, security, and data management.

Core workflow

Most sales teams use Workstation in this order:

Contact -> Price Offer -> Deal -> Won or Lost
   |          |          |
Account   Activities   Reporting

Capture or import a Contact.
Qualify the contact using lifecycle fields such as status, score, source, pipeline, and stage.
Create a Price Offer or open a Deal when there is a real opportunity.
Track follow-up with Activities, Tasks, and Reminders.
Measure progress with the Dashboard, KPI Dashboard, and Reports.

Main sections

CRM

Use the sales docs to understand customer records and the pipeline model:

Engagement

Use engagement docs to manage customer communication and scheduled work:

Operations

Use operations docs for service, delivery, and internal workflows:

Marketing

Use marketing docs for audiences, campaigns, ads, and intake forms:

Commerce

Use commerce docs for customer invoices and subscription billing:

Performance

Use performance docs to define targets, monitor progress, and manage commissions:

Knowledge

Use knowledge docs to create help centers, handbooks, documentation sites, and reusable knowledge sources:

Content Hub

Analytics

Use analytics docs for dashboards, live traffic, and custom reports:

Administration

Use administration docs to configure the workspace: