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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AB Support — Reviewer & Publisher Reference

Reference for Microsoft store reviewers: what AB Support does, an end-to-end test path, and why each requested permission is needed.

AB Support
publisher
reviewer
store submission
permissions

Contacts

A Contact is a person attached to a Lead or Customer in AB Sales. Adding a contact to a lead advances it to the Contact stage. One parent can carry many contacts — the buyer, the technical reviewer, the decision-maker.

AB Sales
CRM
contacts
people
contact roles
primary contact

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.

AB Sales
CRM
customers
accounts
customer record
lead to customer

Category

AB Projects
39
AB Sales
17
AB Support
17
Common
6

Tags

AB Projects 33 AB Sales 19 AB Support 17 CRM 17 Microsoft SSO 6 Microsoft Teams 6 admin consent 5 AB Projects documents 4 agents 4 AI assistants 3

Search History

board view 7400 project summary export 1332 project updates 1324 ActionBridge 1295 Teams project roles 1258 project configuration 1243 project roles 1238 install in Teams 1201 Microsoft Teams task management 1200 assign task 1190 ACTIONBRIDGE task creation 1189 RBAC 1187 one channel per project 1187 AI support 1185 task deadline notification 1184 ACTIONBRIDGE project settings 1180 filters 1176 Microsoft 365 app 1172 permissions 1172 task management 1170 in-app messages 1166 collaborative task tracking 1164 work planning 1163 task workflows 1162 reminder timing 1159 project member communication 1154 AB 1147 ACTIONBRIDGE notifications 1136 Teams collaboration 1132 monthly charges 1128