Sales is where your entire sales operation lives. It is the area your team opens every day to manage deals, track conversations, store contracts, send invoices, source new leads, and review how the pipeline is performing.
The Problem It Solves
Most sales teams work across several disconnected tools: one for the pipeline, one for contracts, one for invoicing, another for lead sourcing. Every switch costs time, and every gap between tools is somewhere information gets lost. The customer who told your rep about a budget change on a call is not the customer your finance team sees in the invoicing tool.
Sales closes those gaps. Everything about a deal, from the first conversation to the signed contract to the final payment, sits on one record.
The Four Areas
Open Sales from the left navigation and you land on Deals. The sidebar shows every area available.
Pipelines
Where your deals live. A pipeline is a series of stages a deal moves through, from first contact to a final outcome. You are not locked into a default set of stages - you decide how many there are and what each is called.
You can run several pipelines at once. New business, renewals and partnerships can each have their own stages and rules without interfering with each other. See Pipeline Views for how to work them, and Pipeline Settings for how to configure them.
Workspace
Your contact and company records: leads, contacts and organisations. Think of it as the address book for the people and businesses you sell to, except every record carries its full history with you.
Intelligence
Two things. AI Lead Generation connects the B2B data providers you subscribe to and pulls prospects into one review list. The AI Assistant reads your live pipeline and answers questions about it.
Insights
Your sales dashboard. Pipeline value, weighted forecast, win rate, average deal size, deal velocity, a team leaderboard, and breakdowns by stage, month and currency. Everything updates in real time, so a pipeline review in a team meeting is looking at the actual state of things rather than a snapshot someone exported last Thursday.
Where The Day Actually Goes
Most reps spend the majority of their time in Pipelines and the Workspace. The other areas add depth when you need them.
Good to know
Nothing is gated. You do not have to configure Intelligence before Pipelines will work, and nothing breaks if you never open Insights. Start with the pipeline, add the rest when it earns its place.
What Sales Connects To
A deal is not an island, and this is the part that is hard to get from separate tools:
- Finance - invoices raised against a deal carry its totals, line items and currency, and any renewal that follows stays attached to the deal that created it.
- Communications - emails, chats, WhatsApp messages and phone calls with a linked contact land on the deal timeline. Nobody copies anything across.
- Marketing - a deal remembers the campaign that produced it, so a campaign can be measured on revenue closed rather than clicks.
- Documents - contracts are generated from the deal, signed, and stored back on it with their audit trail.
- People - the owner and assignee on a deal are real employee records, not free text, and commission on a won deal becomes a payroll record rather than a spreadsheet line.
- Support - once a deal is won the customer is the same account the support team sees, so tickets, deals and history sit on one company rather than in two systems.
- Projects - delivery work that follows a won deal carries the deal's context with it.
Common Questions
Do I have to use every area? No. Pipelines and Workspace are enough to run a sales team. The rest is available when you want it.
Can two teams use Sales differently? Yes. Pipelines are independent, and each has its own stages, fields, governance rules and automations. A renewals team and a new business team can share the area without sharing a process.
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