Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Total 4 articles.
Currently on page 1 of
/ 1
Who Can See What? (AB Sales)
Visibility in AB Sales is workspace-based: every workspace member sees that workspace's whole pipeline, each workspace's data is isolated, and roles (Owner/Admin/Member) control management, not visibility.
Opportunities
An Opportunity is a specific deal in AB Sales — an amount, a close date, and a stage. Win it to convert a lead to a customer, or to auto-create an order if it's already on one.
Customers
A Customer is an established account in AB Sales — usually converted from a won lead. Customers carry multiple Contacts and Opportunities and can be archived without losing history.
Category
Tags
Search History
board view
7607
project updates
1441
project summary export
1428
ActionBridge
1396
Teams project roles
1350
project configuration
1338
project roles
1335
permissions
1301
Microsoft Teams task management
1288
RBAC
1286
install in Teams
1286
AI support
1284
one channel per project
1281
ACTIONBRIDGE task creation
1280
task deadline notification
1280
assign task
1276
ACTIONBRIDGE project settings
1274
work planning
1270
filters
1267
task management
1265
Microsoft 365 app
1256
AB
1255
collaborative task tracking
1255
in-app messages
1254
project member communication
1249
reminder timing
1247
task workflows
1238
ACTIONBRIDGE notifications
1223
monthly charges
1218
Teams collaboration
1198