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Popular articles

Agents: CRM Automation

The Agent is the automation engine that finds missing websites, extracts contact emails from company pages, and sends a first-touch template email — on a 5-minute timer, with strict verification and daily caps. This article covers each stage, how to pause, and how to opt out a single lead.

CRM Settings

Everything you can configure in the CRM Settings page — automation enable/disable, mail provider, shared mailbox vs user principal, daily email cap, Teams notification channel, and HTML email templates with placeholders.

Opportunities

An Opportunity is a specific deal — an amount, a close date, and a stage. Attached to a Customer (or sometimes a Lead). Tracks the money side of the relationship.

Contacts

A Contact is a person attached to either a Customer or a Lead in AB Sales Management Service. One parent can carry multiple contacts — the buyer, the technical reviewer, the decision-maker.

Customers

A Customer is an established account in AB Sales Management Service — typically promoted from a qualified Lead. Customers can carry multiple Contacts and Opportunities.

Leads: Capturing and Qualifying Prospects

A Lead is a prospect you haven't yet established a relationship with. This article covers the status pipeline (New, Information filled, Contacted, Qualified, Disqualified), how the AI Get URL button works, and how leads get filled in manually or by the Agent.

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