# Workstation Documentation > Learn how to use and configure Repzo Workstation. Workstation helps teams manage customer records, sales work, operations, marketing, commerce, point of sale, 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](https://workstation.repzo.com/docs/getting-started) explains the main workflow and where each module fits. - [Pulse](https://workstation.repzo.com/docs/analytics/pulse) is the team feed you land on after sign-in when your workspace includes it; otherwise you start on the [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard). - [CRM Setup](https://workstation.repzo.com/docs/sales/crm-setup) explains how Properties, Objects, Pipelines, and Table Views fit together. - [Contacts](https://workstation.repzo.com/docs/sales/contacts) covers customer records, lifecycle status, qualification, and relationship tracking. - [Activities](https://workstation.repzo.com/docs/engagement/activities) explains how calls, meetings, and tasks connect to CRM records. - [Inbox](https://workstation.repzo.com/docs/operations/inbox) covers shared customer conversations. - [Content Hub](https://workstation.repzo.com/docs/knowledge/content-hub) explains internal and public knowledge content. - [Settings](https://workstation.repzo.com/docs/administration/settings) covers app configuration, integrations, security, and data management. ## Core workflow Most sales teams use Workstation in this order: ```text Contact -> Deal -> Won or Lost | | Account Price Offer -> Invoice | Activities and communication ``` 1. Capture or import a [Contact](https://workstation.repzo.com/docs/sales/contacts). 2. Qualify the contact using lifecycle fields such as status, score, source, pipeline, and stage. 3. Open a [Deal](https://workstation.repzo.com/docs/sales/deals) when there is a real opportunity. 4. Create or associate a [Price Offer](https://workstation.repzo.com/docs/sales/price-offers) when the opportunity needs a formal quote. 5. Track follow-up with [Activities](https://workstation.repzo.com/docs/engagement/activities), [Tasks](https://workstation.repzo.com/docs/engagement/tasks), and [Activity Reminders](https://workstation.repzo.com/docs/engagement/reminders). 6. Measure progress with the [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard), [KPI Dashboard](https://workstation.repzo.com/docs/performance/kpi-dashboard), and [Reports](https://workstation.repzo.com/docs/analytics/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 the team feed, dashboards, proactive findings, and reports: - [Pulse](https://workstation.repzo.com/docs/analytics/pulse) - [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard) - [Radar](https://workstation.repzo.com/docs/analytics/radar) - [Reports](https://workstation.repzo.com/docs/analytics/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: - [Accounts](https://workstation.repzo.com/docs/sales/accounts) - [Contacts](https://workstation.repzo.com/docs/sales/contacts) - [Deals](https://workstation.repzo.com/docs/sales/deals) - [Listings](https://workstation.repzo.com/docs/sales/listings) - [Price Offers](https://workstation.repzo.com/docs/sales/price-offers) - [Meeting Links](https://workstation.repzo.com/docs/sales/meeting-links) - [Activities](https://workstation.repzo.com/docs/engagement/activities) - [CRM Setup](https://workstation.repzo.com/docs/sales/crm-setup) - [Pipelines and Stages](https://workstation.repzo.com/docs/sales/pipelines) - [Properties](https://workstation.repzo.com/docs/administration/properties) - [Objects](https://workstation.repzo.com/docs/administration/objects) - [Tasks](https://workstation.repzo.com/docs/engagement/tasks) - [Activity Calendar](https://workstation.repzo.com/docs/engagement/calendar) - [Activity Reminders](https://workstation.repzo.com/docs/engagement/reminders) ### Operations Use operations docs for service, delivery, communication, and internal workflows: - [Projects](https://workstation.repzo.com/docs/operations/projects) - [Tickets](https://workstation.repzo.com/docs/operations/tickets) - [Appointments](https://workstation.repzo.com/docs/engagement/appointments) - [Online Booking](https://workstation.repzo.com/docs/engagement/online-booking) - [Appointment Checkout](https://workstation.repzo.com/docs/engagement/appointment-checkout) - [Client Loyalty](https://workstation.repzo.com/docs/operations/client-loyalty) - [Reviews](https://workstation.repzo.com/docs/engagement/reviews) - [Requests](https://workstation.repzo.com/docs/operations/requests) - [Drive](https://workstation.repzo.com/docs/operations/drive) - [Inbox](https://workstation.repzo.com/docs/operations/inbox) - [Calls](https://workstation.repzo.com/docs/operations/calls) - [AI Agents](https://workstation.repzo.com/docs/operations/ai-agents) - [Chat](https://workstation.repzo.com/docs/operations/chat) - [Approvals](https://workstation.repzo.com/docs/operations/approvals) ### Marketing Use marketing docs for campaigns, outbound messages, audiences, ads, and intake forms: - [Campaigns](https://workstation.repzo.com/docs/marketing/campaigns) - [Send](https://workstation.repzo.com/docs/marketing/send) - [Segments](https://workstation.repzo.com/docs/marketing/segments) - [Ads](https://workstation.repzo.com/docs/marketing/ads) - [Forms](https://workstation.repzo.com/docs/marketing/forms) ### Commerce Use commerce docs for orders, recurring billing, gift cards, invoices, payments, and bookkeeping: - [Orders](https://workstation.repzo.com/docs/commerce/orders) - [Subscriptions](https://workstation.repzo.com/docs/commerce/subscriptions) - [Gift Cards](https://workstation.repzo.com/docs/commerce/gift-cards) - [Invoices](https://workstation.repzo.com/docs/commerce/invoices) - [Payments](https://workstation.repzo.com/docs/commerce/payments) - [Accounting](https://workstation.repzo.com/docs/commerce/accounting) ### Point of Sale Use the [Point of Sale](https://workstation.repzo.com/docs/pos) docs for the in-store POS Console, POS sales reports, and staff time cards. ### Performance Use performance docs to set goals, monitor progress, and manage commissions: - [KPI Dashboard](https://workstation.repzo.com/docs/performance/kpi-dashboard) - [Goals](https://workstation.repzo.com/docs/performance/goals) - [KPI Reports](https://workstation.repzo.com/docs/performance/kpi-reports) - [Commission Plans](https://workstation.repzo.com/docs/performance/commission-plans) - [Commissions](https://workstation.repzo.com/docs/performance/commissions) ### Knowledge Use knowledge docs to create help centers, handbooks, documentation sites, and reusable knowledge sources: - [Content Hub](https://workstation.repzo.com/docs/knowledge/content-hub) ### Developers Use developer docs to work with the API and CLI or build apps for team chat: - [Developer API and CLI](https://workstation.repzo.com/docs/configuration/developer-api) - [Chat apps](https://workstation.repzo.com/docs/developers/chat-apps) - [Block Kit reference](https://workstation.repzo.com/docs/developers/block-kit) ### Configuration Use configuration docs to connect apps, automate work, manage billing, and configure the workspace: - [Marketplace](https://workstation.repzo.com/docs/configuration/marketplace) - [Workflows](https://workstation.repzo.com/docs/administration/workflows) - [Billing](https://workstation.repzo.com/docs/commerce/billing) - [Plans & Add-ons](https://workstation.repzo.com/docs/commerce/plans-and-add-ons) - [Seats](https://workstation.repzo.com/docs/commerce/seats) - [Locked Modules](https://workstation.repzo.com/docs/commerce/locked-modules) - [AI Balance & Packs](https://workstation.repzo.com/docs/commerce/ai-balance) - [Settings](https://workstation.repzo.com/docs/administration/settings) - [Team](https://workstation.repzo.com/docs/administration/team) - [Departments](https://workstation.repzo.com/docs/administration/departments) - [Table Views](https://workstation.repzo.com/docs/administration/table-views) - [Data Validation](https://workstation.repzo.com/docs/administration/validations) - [Notifications](https://workstation.repzo.com/docs/administration/notifications)