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End-to-end tutorials

Walk through complete scenarios from inbound demand to sales execution, delivery, support, and AI-assisted operations.

These tutorials are written as real business scenarios, not just page-by-page references.

Use them when you want to understand how work moves from one team to another.

Scenario 1: Inbound demand to qualified pipeline

This is the most common tutorial for marketing and sales handoff.

Goal

Capture interest on a landing page, create a lead, qualify it, and move it into pipeline work.

Steps

  1. In Marketing, create a campaign if attribution matters.
  2. Create a funnel and connect it to that campaign.
  3. Create or publish a landing page tied to the funnel and campaign.
  4. Confirm the public lead form includes the fields your team needs, especially full name and email.
  5. When a visitor submits the form, review the created submission and downstream lead in CRM.
  6. Open Leads and review owner, stage, and notes.
  7. If the opportunity is real, convert the lead into downstream CRM records such as account, contact, and deal.
  8. Continue the work in Deals, Tasks, or Sequences.

Best follow-up docs

Scenario 2: Outbound or follow-up-driven sales motion

This tutorial is for reps who already have records in CRM and need a repeatable way to drive movement.

Goal

Take an existing lead, contact, or deal and run a structured follow-up rhythm.

Steps

  1. Open Inbox in CRM and review open tasks.
  2. Open Deals or Leads and filter to the records you own.
  3. Use a saved view or smart filter to focus on the exact slice you want.
  4. Open Sequences and create or choose a follow-up sequence.
  5. Enroll the lead or contact.
  6. As steps become due, advance the enrollment and log the touch.
  7. Confirm the activity history and any created tasks are visible back in CRM.
  8. Update the linked deal stage, amount, or dates as the opportunity changes.

Best follow-up docs

Scenario 3: Active pipeline to forecast and reporting

This tutorial is for managers, team leads, and revenue operators.

Goal

Use current deal data to understand likely outcomes and shareable reporting.

Steps

  1. Open Deals in CRM and confirm stages, owners, and forecast categories are current.
  2. Review the records that should count toward forecast.
  3. Open Forecast and inspect weighted totals, rep views, and manager views.
  4. Filter by owner or pipeline when you want a narrower inspection session.
  5. Open Reports to review pipeline snapshots, lead volume, and support volume.
  6. Export CSVs when you need to share the latest picture outside the platform.

Best follow-up docs

Scenario 4: Won deal to payment and delivery

This tutorial is for teams that work across commercial, payment, and learning or delivery workflows.

Goal

Move from a successful sale into the systems that support billing and fulfillment.

Steps

  1. In CRM, confirm the deal is updated to the correct closing outcome.
  2. If your workflow uses customer or account views, open the linked customer context.
  3. In Products and commerce, confirm the correct course, event, or offer record exists.
  4. Create or update the payment record and review status.
  5. If delivery is education or cohort-based, open Learning and create or review the cohort.
  6. Add or enroll the learner as needed.
  7. Track learner progress, certification, or completion from the learning surfaces.
  8. Use customer and support records to keep the post-sale story connected.

Best follow-up docs

Scenario 5: Support issue with full customer context

This tutorial is for support, customer success, and escalation workflows.

Goal

Resolve a support request without losing the commercial and delivery context around the customer.

Steps

  1. Open Support in CRM.
  2. Create or open the relevant ticket.
  3. Review the linked account, contact, and customer context before acting.
  4. Check related deals, payments, and learning history if they matter to the issue.
  5. Log activity and notes so the record tells the full story.
  6. Update ticket priority and status as the issue moves.
  7. If the issue creates renewal risk, account-health risk, or expansion opportunity, update the shared CRM context so the right owner can act.

Best follow-up docs

Scenario 6: AI-assisted work and automation oversight

This tutorial is for users who want help from the copilot or who operate automation rules.

Goal

Use AI safely, review approvals, and monitor automated work after it is queued.

Steps

  1. Open AI assistant and start in Chatbot if you want a CRM-aware answer or suggestion.
  2. Review the citations, context, and action suggestions before you trust the output.
  3. If an action requires approval, work the approval queue instead of bypassing it.
  4. Open Automation Runs to inspect the execution record, health, failures, or retries.
  5. Open Automation Rules when you need to create or update repeatable logic.
  6. Confirm changes by watching the ledger, not just the rule form.

Best follow-up docs

How to use these tutorials well

  1. Read the scenario closest to your real work.
  2. Open the linked module guide for the exact page-level steps.
  3. Use Role-based guides if you need a stable daily routine after the tutorial.

Role-based guides

Follow the best starting points, daily routines, and key screens for common user roles across the platform.

Platform flows

Follow the major end-to-end flows across marketing, CRM, support, AI, automations, commerce, learning, and operations.

On this page

Scenario 1: Inbound demand to qualified pipelineGoalStepsBest follow-up docsScenario 2: Outbound or follow-up-driven sales motionGoalStepsBest follow-up docsScenario 3: Active pipeline to forecast and reportingGoalStepsBest follow-up docsScenario 4: Won deal to payment and deliveryGoalStepsBest follow-up docsScenario 5: Support issue with full customer contextGoalStepsBest follow-up docsScenario 6: AI-assisted work and automation oversightGoalStepsBest follow-up docsHow to use these tutorials well