Help & Support

Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.

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Labels: Tagging and Segmenting Leads

Labels are colored tags you attach to leads to segment your pipeline by temperature, size, or industry. Every workspace ships with a default set, the AI can auto-apply them, and you can filter and group by label.

AB Sales
CRM
labels
tags
segmentation
filter
group by

Document Comments and Teams Notifications

Learn how to discuss project documents and how document creation and edits notify your linked Teams channel.

AB Projects documents
document comments
discussion
Teams notifications
collaboration
edit notes

Category

AB Projects
41
AB Sales
22
AB Support
20
Common
6

Tags

AB Projects 35 AB Sales 24 CRM 22 AB Support 20 Microsoft SSO 6 Microsoft Teams 6 admin consent 5 AB Projects documents 4 AI assistants 3 ActionBridge 3

Search History

board view 7450 project summary export 1391 project updates 1388 ActionBridge 1346 Teams project roles 1311 project configuration 1293 project roles 1293 permissions 1256 Microsoft Teams task management 1251 install in Teams 1250 ACTIONBRIDGE task creation 1244 RBAC 1243 assign task 1243 AI support 1241 ACTIONBRIDGE project settings 1239 one channel per project 1238 task deadline notification 1237 filters 1228 Microsoft 365 app 1226 task management 1224 work planning 1222 collaborative task tracking 1217 in-app messages 1216 reminder timing 1213 project member communication 1210 task workflows 1204 AB 1200 ACTIONBRIDGE notifications 1185 monthly charges 1177 Teams collaboration 1174