Help & Support

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Orders

The Orders page rolls up every customer's deals into one workspace-wide list with Total Ordered and Outstanding AR figures. Most orders appear automatically when you win a deal.

AB Sales
CRM
orders
deals
revenue
accounts receivable
AR
invoicing

AB Sales: Overview

AB Sales is an AI-assisted CRM inside Microsoft Teams — capture leads, research them with AI, move them through a simple funnel, and convert the winners into customers, all where your team already works.

AB Sales
CRM
leads
customers
contacts
opportunities
agents
sales pipeline

Category

AB Projects
41
AB Sales
22
AB Support
19
Common
6

Tags

AB Projects 35 AB Sales 24 CRM 22 AB Support 19 Microsoft SSO 6 Microsoft Teams 6 admin consent 5 AB Projects documents 4 AI assistants 3 ActionBridge 3

Search History

board view 7434 project summary export 1374 project updates 1374 ActionBridge 1328 Teams project roles 1299 project roles 1280 project configuration 1277 Microsoft Teams task management 1236 install in Teams 1236 permissions 1236 assign task 1230 ACTIONBRIDGE task creation 1229 AI support 1225 RBAC 1223 one channel per project 1223 ACTIONBRIDGE project settings 1222 task deadline notification 1220 Microsoft 365 app 1209 filters 1209 task management 1208 work planning 1206 collaborative task tracking 1201 in-app messages 1200 reminder timing 1199 task workflows 1195 project member communication 1194 AB 1179 ACTIONBRIDGE notifications 1174 monthly charges 1166 Teams collaboration 1163