Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Total 3 articles.
Currently on page 1 of
/ 1
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.
AB Sales Management Service: Overview
AB Sales Management Service is the CRM side of AB Projects — leads, contacts, opportunities, customers, and an Agent that automates research and outreach. Lives in the same workspace, shares the same Microsoft Teams integration.
SSO and Microsoft Login
AB Projects uses Microsoft SSO (Microsoft Entra ID) for password-free sign-in with your Microsoft 365 account. No separate password and no per-user license to assign; project access follows your Teams-channel membership.
Category
Tags
Search History
board view
7304
project summary export
1251
project updates
1232
ActionBridge
1216
Teams project roles
1180
project configuration
1158
project roles
1157
install in Teams
1117
assign task
1111
RBAC
1110
Microsoft Teams task management
1105
ACTIONBRIDGE task creation
1104
AI support
1099
one channel per project
1098
task deadline notification
1097
filters
1090
permissions
1090
ACTIONBRIDGE project settings
1089
collaborative task tracking
1083
task workflows
1083
Microsoft 365 app
1079
in-app messages
1079
project member communication
1078
task management
1078
reminder timing
1076
AB
1071
work planning
1071
monthly charges
1059
ACTIONBRIDGE notifications
1058
Teams collaboration
1058