Role-based guides
Follow the best starting points, daily routines, and key screens for common user roles across the platform.
Use this guide when you know who you are in the process, but not yet which pages matter most.
Sales and account teams
If you are an account executive, SDR, BDR, or account manager, most of your day will center on CRM.
Start here
Your core pages
/crm/inbox/crm/leads/crm/contacts/crm/accounts/crm/deals/crm/sequences/crm/forecast
Typical daily routine
- Start in Inbox and Tasks.
- Review new leads and recent activity.
- Advance deals, update next steps, and keep stages accurate.
- Use sequences for repeatable follow-up.
- Review forecast and saved views if you manage a book of business.
Watch for
- missing next steps
- stale deal stages
- unlinked contacts or accounts
- tasks living outside the real CRM record
Sales managers and revenue leaders
If you lead a sales team, you care about inspection, consistency, and forecast quality.
Start here
Your core pages
/crm/deals/crm/forecast/crm/reports/crm/pipelines/crm/sequences
Typical routine
- Review forecast totals and owner rollups.
- Inspect saved views for commit, risk, or stage concentration.
- Check pipeline hygiene and stage consistency.
- Use reports for pipeline, lead, and support trend snapshots.
Marketing teams
If you run campaigns or landing pages, your work usually starts before a person becomes a CRM lead.
Start here
Your core pages
/marketing/campaigns/marketing/funnels/marketing/landing-pages
Typical routine
- Create or review campaigns.
- Connect funnels and landing pages to the right campaign context.
- Watch public form submissions.
- Confirm leads are showing up downstream in CRM for qualification.
Watch for
- missing attribution links
- public forms without the expected name and email mapping
- published pages that are not tied to the right funnel or campaign
Support and customer success
If you handle issues, onboarding questions, or customer health, your priority is to keep service work tied to the full customer record.
Start here
Your core pages
/crm/support/crm/customers/[id]/crm/accounts/crm/contacts/crm/activities
Typical routine
- Review active support tickets and priorities.
- Open linked customer context before responding.
- Log activities and notes so the next teammate has context.
- Escalate commercial or renewal issues through the shared CRM record.
Learning, delivery, and training teams
If your team delivers courses, certifications, or structured onboarding, your work usually begins after a sale or internal enrollment decision.
Start here
Your core pages
/lms/lms/learners/lms/courses/lms/studio/lms/analytics/lms/certifications
Typical routine
- Review learners, cohorts, and progress.
- Enroll learners and keep cohort setup current.
- Update lessons, quizzes, or delivery structure as needed.
- Watch at-risk learners and certificate readiness.
Operations, delivery management, and finance-adjacent roles
If you manage effort, time, or internal coordination, your work centers on operations data connected back to people and customers.
Start here
Your core pages
/operations/time-tracking/commerce/payments/crm/employees
Typical routine
- Log or review time entries.
- Check missing or incorrect project and employee links.
- Watch payment status if your work overlaps billing operations.
- Coordinate with managers on approvals and exceptions.
AI and automation operators
If you monitor copilot usage, automation rules, queues, or approval workflows, your job is to keep AI work useful and safe.
Start here
Your core pages
/ai/chatbot/ai/automation-runs/ai/automation-rules/ai/integrations
Typical routine
- Review pending approvals and failed runs.
- Check worker health, event volume, and retries.
- Update rules carefully and confirm behavior in the run ledger.
- Keep risky actions approval-gated.
Administrators
If you manage access, workspaces, and platform-level settings, you need the broadest view of how modules and people connect.
Start here
Your core pages
/admin/access/admin/workspaces/admin/plans/admin/partners
Typical routine
- Confirm the right people can access the right workspaces.
- Review workspace setup and plan state.
- Support users who cannot sign in or cannot see the modules they need.
- Coordinate with process owners when role expectations change.
If you wear multiple hats
Many teams use the platform across more than one role. If that is true for you:
- Pick the role that matches your daily queue.
- Read the role guide just above and one related guide.
- Use End-to-end tutorials to understand the handoffs between those roles.