Sales and support quick start

Your outcome

Every active customer request or opportunity has a trustworthy record, current status, visible next step, and an accountable teammate.

Checklist

1. Learn the workspace’s definitions for lead, person, company, deal, pipeline stage, and lifecycle in the CRM overview.
2. Confirm the active workspace and the views or filters your team uses.
3. Open Inbox and review unread, starred, status, search, and channel filters.
4. Open a test conversation, inspect the linked customer context, add an internal note, draft a reply, and create follow-up work without sending externally.
5. Learn the conversation and handoff standard.
6. Review deals and pipelines before moving a live deal; stage changes can trigger automation.
7. Use Task Manager for commitments that must outlive the current conversation.
8. Learn where your team reviews reports and analytics.

Daily start

• Confirm workspace, Inbox filters, and account health warnings.
• Review unread and starred threads, then overdue tasks and stale opportunities.
• Read original messages before relying on an AI summary.
• Check the customer and sender before replying.
• Use an internal note for teammate-only context.
• Verify the thread or outbox before retrying a send.

Escalate when

Pause and involve the appropriate owner when identity is uncertain, consent or suppression is unclear, a provider is disconnected, an automation appears to be duplicating work, an AI proposal would change data you cannot verify, or a customer raises a security, privacy, legal, billing, or safety concern.