What this preview covers
Companies, contacts, opportunities, activities, pipelines, and sales reporting.
Use this page to evaluate the workflow and plan how it could fit your project. Marketplace cloning is not open yet; the steps below describe an example to review when access becomes available.
Example workflow
- Create a company and attach its contacts.
- Open an opportunity and move it through the sales pipeline.
- Record follow-up activities and notify the assigned team member.
Before you connect it
- Define pipeline stages and ownership rules.
- Decide how duplicate companies and contacts are matched.
- Connect test calendar and messaging accounts before enabling reminders.
When cloning becomes available, review the cloned workspace, confirm framework and integration compatibility, and test it with development data before using it in a live project.