Platform flows
Follow the major end-to-end flows across marketing, CRM, support, AI, automations, commerce, learning, and operations.
This guide visualizes how the platform works across modules, not just inside one page.
Use it when you want to understand:
- where a lead comes from and where it goes
- how day-to-day CRM work moves from inbox to deal to forecast
- how support, customer history, payments, and learning connect
- where AI and automations sit in the operating flow
Full operating map
The platform is designed so information does not stop at one team boundary. Marketing, sales, support, finance-adjacent views, learning delivery, and AI all build on the same operating records.
Sign-in to workspace shell
This is the outer shell around every protected area of the product.
Marketing to lead to deal
What to remember:
- Public capture can start outside the authenticated product.
- Leads are the qualification stage.
- Conversion is the point where the lead becomes part of the full CRM graph.
Daily CRM operating loop
This is the core day-to-day workflow for sales and revenue teams:
- Inbox handles the short-horizon queue.
- Deals is the repeatable inspection surface.
- Forecast and reports are the rollup views built from the same underlying CRM records.
Sequences and repeatable follow-up
Sequences turn a repeated play into something the team can actually operate and inspect.
Deal to forecast to reporting
These pages answer two different questions:
- Forecast: what is likely to close, and how confident are we?
- Reports: what happened across pipeline, demand, and support volume?
Support and customer hub
The customer hub is where post-sale context comes together so support work is not disconnected from commercial history.
AI Copilot flow
The AI workspace is not separate from CRM. It reads CRM context, writes suggestions back into the same operating environment, and can feed automation execution.
Automation and event processing
The important idea here is convergence: internal product activity and external system events end up in the same automation pipeline.
Revenue and delivery after the sale
Once a customer is active, the operating question changes from “can we win this?” to “are we delivering, supporting, retaining, and expanding this account well?”
Best ways to use this page
- Start with the full operating map if you are new to the platform.
- Jump to the module flow that matches your role.
- Use CRM, Marketing, AI assistant, and Operations for task-by-task instructions after you understand the overall flow.
- Open the dedicated lifecycle guides when you want a deeper explanation of one major journey: