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The Sales workspace brings your accounts, meetings, recordings, pipeline, and follow-up work into one place. Open the ? button on a page to see its tutorial or start a tour of the controls on that page.

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Today

Open Today to see the day’s meetings, work, and figures. Connect your calendar from Sales settings first. Use the day controls to move to another date. Open BoB to review the day or plan the week.

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Accounts

Open Accounts to find a company and see its people, recordings, and deal work. Search the list before you add an account. Open an account to review its history and the evidence behind its current work.

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Prospecting

Open Prospecting to build and review a list of companies and people to contact. Add a known company or use the available discovery controls. Review each suggested target before you add it. Review a message before you send it.

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Pipeline

Open Pipeline to see deals by stage. Open a deal to review its amount, next step, and supporting evidence. Keep stages current as the deal progresses. See pipeline management for a workflow that uses recordings to support deal reviews.

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Actions

Open Actions to review the work BoB finds in recordings and email. The lanes separate messages, CRM changes, tasks, and items owed by another person. Open a card to read and edit it before you send or approve it. Connect your calendar and relevant integrations when the board has no work yet.

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Recordings

Open Recordings to review upcoming meetings and past recordings. Open a recording to read its summary and evidence. Use BB Recorder when you need to record without a meeting bot. See recording management for uploads, search, and recording details.

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Team

Open Team to review the team’s activity and work. Use the visible filters to select the period or team members you need. Open a figure or record to inspect the work behind it. Your role and workspace configuration control which team information you can see.