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Today
—MY OPEN TASKS
—OVERDUE TASKS
—COMPLETED · 7 DAYS
On Your Calendar
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—
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Welcome back
Live from your STS database
Open Deals
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active pipeline →
Pipeline Value
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active deals →
Companies
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total accounts →
Open Tasks
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across the team →
✅ Your Tasks
—open
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📅 Scheduled Events
—upcoming
Next 7 days on your calendar
🏗️ Project Manager
—active installs
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Deals by Phase View pipeline →
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Recent Notes
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Top Active Deals
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Team
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Pipeline
STS Sales Pipeline
Closed / Paused
Companies
Your real accounts
| Company | Industry | Location | Employees | Owner | Phone |
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← Back to Companies
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Company Card
Contacts + Add contact
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Locations —
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Attachments
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Custom Fields
Related Records ＋ Add
Post to
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Active Install + New install
Deals —
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Prospecting Apollo
Find net-new decision-makers and drop them straight into your CRM. Search is free — enriching an email uses 1 Apollo credit.
⭐ Saved searches
none yet
More filters
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Saved lead pools
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Outreach
Build a sequence, pick who it's for, launch it — Apollo does the actual sending (mailbox rotation, throttling, reply detection) and reports results back here. Nothing sends until you click Launch and confirm.
New campaign
Merge fields:
{{first_name}} {{last_name}} {{title}} {{company}}Sequence steps
Send from
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Apollo paces sends against this — e.g. 3 mailboxes × 200/week ≈ 600/week total.
Campaigns
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Collateral Library
Marketing pieces, slide decks, and anything else you send customers — one place to find it
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Knowledge Base
Internal how-tos and reference articles — everyone can read, anyone can contribute
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Deals
Your real pipeline
← Back to Deals
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Deal Card
Attachments
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Post to
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Company
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Contacts
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Custom Fields
Related Records ＋ Add
← Back to Company
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Location Card
Utility Accounts —
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Attachments
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Post to
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Deals —
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← Back to Company
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Status
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Created
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Last Activity
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Next Check-in
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Contact Card
Attachments
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Custom Fields
Related Records ＋ Add
Post to
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Organization
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Deals —
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Contacts
Your real contacts
| Name | Title | Company | Phone | ||
|---|---|---|---|---|---|
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Tasks
Live
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Project Manager
Post-sale installation & delivery tracking
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Select an install on the left, or open one from a company record.
Finance
Invoices — linked to the company and deal they belong to
| Invoice # | Company | Status | Issued | Due | Total |
|---|---|---|---|---|---|
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Utility Services
Auto-matched service opportunities from Gridient Suite — review before they become recurring services.
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Meeting Notes
AI summaries and action items pulled from your transcribed Teams meetings
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Suggested Contacts
People who've emailed you that aren't in the CRM yet — AI reads the signature, you decide who's real
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Network
Vendors, partners, and other contacts the team is evaluating before they go into the CRM — shared with everyone, not the CRM's Companies/Contacts
| Name | Company | Location | Category | Status | Added |
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Calendar
Your connected Microsoft calendar — real events, real invites
Reports
Live from your pipeline
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Goals
Track what the team is actually working toward
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Playbooks
Step-by-step call scripts — open one and follow along live on a call.
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Custom Objects
Admin-defined record types — for anything that isn't a Company, Contact, or Deal.
Admin Center
Everything admin-only, in one place
Custom Fields
Manage the fields shown on every record's page, by type. (Custom Object types also still have their own "Manage fields" link on their own page — same underlying fields, just two doors into the same room.)
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