Workbooks

Create a person, link them to an organisation and show their shared activity history.

Create stages with probabilities and move a deal through them.

Send and receive an email and show both against the correct contact.

Assign a dated follow-up to another seller and show their overdue queue.

Filter open pipeline by owner and expected closing month.

Import a duplicate and merge it without discarding useful history.

Prevent a deal entering proposal stage until required information is entered.

Route two enquiries to different owners based on territory or value.

Start a sequence and show what changes when the prospect replies.

Separate one-off and recurring revenue in a forecast.

Produce a quotation from deal products and retain the sent version.

Show what a salesperson can and cannot see in another team's accounts.

Find who changed an opportunity amount and when.

Link a custom asset or contract record to a customer.

Create a record externally and retrieve the resulting identifier.

Export contacts and deals with stable identifiers and relationships.

Turn a won deal into an owned delivery process without re-entering customer details.

Draft a follow-up grounded in the actual contact or opportunity history.

Summarise a real interaction and identify the next action.

Show prospect research or a recommended next action and the information behind it.