Forecast, activity and pipeline health per rep.
Open "Team → Forecast" under Insights.
Change the period — month, quarter, year or custom.
Click a rep's name for their own dashboard.
"Activity" shows emails, calls and meetings per rep over time.
"Pipeline health" flags stale deals and coverage against quota.
Invite teammates
Add reps and managers to your organization with an invite link.
Set team-wide rules
Who can see whose contacts, who can edit sequences, and what happens when two reps have the same lead.
Set up your organization
Name, domain and logo for the workspace your teammates join.
Change a teammate’s role
Member, manager, admin or owner — each level includes the one before it.
Organizations and teams
Your org, its members and roles, and how reps join.