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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.
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project summary export
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project updates
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ActionBridge
1187
Teams project roles
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project configuration
1131
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install in Teams
1089
RBAC
1080
assign task
1080
ACTIONBRIDGE task creation
1077
Microsoft Teams task management
1076
AI support
1072
one channel per project
1071
task deadline notification
1069
ACTIONBRIDGE project settings
1065
filters
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collaborative task tracking
1057
permissions
1056
task workflows
1054
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1052
Microsoft 365 app
1050
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in-app messages
1047
project member communication
1046
work planning
1043
AB
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monthly charges
1032
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