The CRM workspace

Screens alongside the conversation

Beyond talking to emily about it, the CRM is also a set of screens in the browser workspace: places to open a company, scroll a list of deals, or see what's due today. They show the same companies, contacts, deals, notes and tasks either way — which one you reach for is up to you.

Deals

A list of every deal, with a toggle between a List view and a Board view — the board is the pipeline, the same deals laid out as columns by stage and draggable from one to the next (see the pipeline). Opening a deal takes you to its own page: its details, its notes, its tasks, its meetings and its attachments.

Companies

A table of every company, searchable by name and filterable, with the count of contacts and deals attached to each one. Opening one takes you to its own page — its details, its notes, its open tasks and its meetings.

Contacts

A list of people, grouped under their company when it has more than one contact there, with a search box above it. Selecting a person opens their details — notes, open tasks, meetings and linked deals — on their own, the same way a company or a deal opens.

Calendar

Your meetings — booked directly, or synced in from a calendar you've connected. See connect calendar and mailbox for how that connection works.

External

Shown only once your team has connected an existing CRM, as an External tab next to the usual tabs. It shows the records in that other CRM; the other tabs keep showing the built-in one.

Or just ask

None of this is the only way to get it done. Looking something up, creating a record, moving a deal to a new stage — all of it works just as well by asking emily instead.

A tour of the CRM workspaceVideo coming soon

Next: Companies

See companies for one of these screens in full — looking a company up, creating one, and updating one.