Work documentation
Work is a business system covering customers, delivery work and money.
- Contacts and Companies are the people and organizations you work with.
- Deals are opportunities, moved across a pipeline.
- Projects and Tasks are the delivery work after a deal is won.
- Invoices and Payments cover billing and collection.
Start here
| If you want to | Read |
|---|---|
| Set up your account and invite your team | Getting started |
| Understand the Home screen | Home |
| Manage people and organizations | Contacts · Companies |
| Run your sales pipeline | Deals |
| Deliver the work | Projects · Tasks |
| Bill clients and get paid | Invoices · Getting paid |
| Move data in or out | Importing data · Exporting data |
| Use scripts or agents | API · CLI |
Conventions across the app
- Creating or editing a record opens a slide-over panel over the current page.
- Lists update in place. Filtered and sorted lists are bookmarkable URLs, and the Back button returns to the previous state.
- Press ? for the keyboard shortcuts (see Search & shortcuts).