Key takeaways
- Open any business from Sales Inbox, Opportunities, or Businesses to see its email history, order history, and details in one place.
- From the timeline, write an email, create an order or sample order, add tasks and notes, log a call, or schedule an automation. The tabs above cover Orders, Products, Socials, and Files.
- Change the opportunity stage at the top, check contacts and attributes on the right, and use the Joy tab to ask questions or draft an order or email.