Workstation Documentation

Workstation helps teams manage customer records, sales work, operations, marketing, commerce, performance, knowledge, analytics, and workspace configuration from one place.

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.
CRM Setup explains how Properties, Objects, Pipelines, and Table Views fit together.
Contacts covers customer records, lifecycle status, qualification, and relationship tracking.
Activities explains how calls, meetings, and tasks 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 -> Deal -> Won or Lost
   |         |
Account  Price Offer -> Invoice
   |
Activities and communication

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

Main sections

The documentation follows the same groups and order as the Workstation sidebar. Extra setup guides stay inside the group they support.

Analytics

Use analytics docs for dashboards, proactive findings, and custom reports:

CRM

Use CRM docs to understand customer records, activities, and the pipeline model. Additional setup guides stay in this group after the main app pages:

Operations

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

Marketing

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

Commerce

Use commerce docs for customer orders and invoices:

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

Configuration

Use configuration docs to connect apps and configure the workspace: