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Your all‑in‑one workspace for managing companies, contacts, and deals
Everything is connected and ready to go.
Explore the databases and make it your own.
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Whenever you create a new deal in the 💰 Deals database, the page comes pre‑filled with a Task Button already inside it.
This means you can track all deal‑related tasks directly inside the deal page itself. keeping your main Deals database clean and uncluttered.
Whenever you create a new report in the đź“„ Reports database, the page comes pre filled with a Weekly Report structure already inside it.
Just fill in the blanks and your report is ready no setup required.
To change the built in report i explained in the report dashboard page ♥︎
Each database has a built‑in Inbox View that helps you quickly spot what needs attention:
· In Companies, the Inbox shows companies needing follow up, filtered by Websits. · In Contacts, it shows people filtered by Role. · In Deals, it shows opportunities filtered by Next step. · In Reports, it filtered by Company.
⚠️ NOTE Before changing filters:
Each Inbox view is pre-configured to keep your workspace organized. If you modify the default filters, some data might disappear from your current view.
Questions?→ [email protected]