Sign in with your Microsoft 365 account to manage accounts, contacts and rate cards.
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Ask to add you (or tick an area for you) on the Users tab, then sign in again.
CRM
Open pipeline by stage
Stage
Deals
Value
Deals closing in the next 30 days
Deal
Account
Stage
Value
Expected close
Last 15 activity entries
When
Account
Type
Details
By
Add an account
Accounts
Company
Type
Status
Primary contact
Owner
Open deals
Account detail
Contacts
Name
Job title
Email
Phone
Primary
Rate cards
Rate card
Status
Effective from
Effective to
Lines
Pipeline
Deal
Stage
Value
Expected close
Recent activity
When
Type
Details
By
Add a contact
Contacts
Name
Account
Job title
Email
Phone
Primary
A rate card is a pricing agreement for one account. Add the card first, then add its priced lines below it.
Add a rate card
Rate cards
Rate card
Account
Status
Effective from
Effective to
Lines
Rate card lines
Description
Unit
Rate
Notes
Add a deal
Pipeline
Deal
Account
Stage
Value
Expected close
Owner
Move to
Log activity
Activity
When
Account
Type
Details
By
Add a user
Add the Microsoft 365 email address they sign in with, plus their name for reference. Nothing is ticked by default — until you tick an area below, it stays hidden for them when they sign in. Anyone who signs in whose email isn't listed here at all can't get into the system.
Users
Tick/untick an area and it saves immediately — that person sees the change next time they sign in (or straight away, if it's your own access you're changing). You can't remove your own Users access or delete your own account, so you can't lock yourself out.