CRM

The CRM is where you supervise your whole pipeline. In the sidebar it sits under Revenue Co-Pilot, with My Tasks above it.

• Deals list: your pipeline as a list or a board, with filters, saved views, alert badges, and the New Deal wizard.
• Companies: the accounts you sell to.
• Contacts: the people at those accounts, including their email consent settings.
• Tasks: every open task across your deals, plus reminders and meeting follow-ups.
• Importing and CRM sync: bring in deals, companies, and contacts from a CSV file, or keep them in sync with HubSpot or Salesforce.

What you see depends on your role. Admins and Managers see every record in the workspace. Sales Reps see the records they own or are associated with. Viewers can look but not change anything. See Key concepts.