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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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.
Sending Email from AB Sales
How AB Sales sends email — in plain terms. It sends from your own company mailbox through Microsoft 365, set up once by your admin. Covers the sending identity, choosing a mailbox, templates, and deliverability.
CRM Settings
Everything in the CRM Settings page — automation on/off, the sending mailbox and daily email cap, the Teams notification channel, email templates, and labels. Owner/Admin only.
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