Business / Sales & capture

Keep the relationship moving.

Organize contacts, activities, and opportunities. For teams with the appropriate packages, extend the process into federal qualification, capture, proposals, and contract delivery.

▶ Watch the overview Find your setup

The useful details

What you can do.

Leads, contacts, accounts and opportunitiesWatch the explanation · 0:12 ↗
Activities, targets, dashboards and importsWatch the explanation · 0:12 ↗
Sales roles and delegationWatch the explanation · 0:24 ↗
Connected mailbox record summariesWatch the explanation · 0:24 ↗
Prospect intake and approved campaignsWatch the explanation · 0:35 ↗
Federal qualification and capture pipelineWatch the explanation · 0:45 ↗
Proposal and contract delivery recordsWatch the explanation · 0:45 ↗

Setup & availabilityThese are optional commercial applications with their own roles and access. Native SAM intake is not available in the reviewed package. Tenant records are not shown in the public films.

A closer look

See the features.

All films

Sales & capture — Keep the relationship. Move the opportunity.

1:11

SALES & CAPTUREFeature film

Keep the relationship. Move the opportunity.

Meet your connected workspace

Your world.
Working together.

Watch the launch film · 5:07