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CRM & sales
Pipeline, goals, campaigns and booking links, for AEs and sales managers.
Create and reuse your email signatureKeep Current’s template or paste and edit a formatted signature. Preview it before saving and apply optional company templates.3 min · Oct 22, 2026The Current CRM: companies, opportunities, and Sales homeHow Current's CRM anchors every account on your PSA data instead of a separate contact database, and how saved views, columns, and filters (including your own company fields) narrow a list to the one you work.5 min · Oct 26, 2026The company record: your single view of every accountA company alert banner, a tag row you flip from the header, hero stats that change for prospects and that you can choose yourself, a key facts card with the MSP-fit fields, contact links and your own custom fields, editable company type and classification that sync back to Autotask, a Sync & system panel, a Profitability card for accounts on contract, a Needs attention digest, one unified activity timeline with search, a Files lens, and a one-line AI verdict.7 min · Oct 27, 2026Notes on companies and contacts: formatting, pins, and what your PSA receivesWrite long, formatted notes on a company, a contact, or an opportunity: headings, bullets, checklists, and links. Pin the ones your team needs first, tidy a rough note with AI, turn a checklist line into a to-do, and search every note on an account. Your PSA receives a clean plain-text copy.5 min · Oct 27, 2026Company ownership and the account executive bookHow to assign an account manager to a company, primary owners and co-owners, the unowned prospect pool, who sees which companies, moving many companies or a whole book to a new owner, and the bulk bar for tagging, listing, or deleting many at once.6 min · Oct 26, 2026Working opportunities: pipelines, stages, and winningThe built-in opportunity pipelines, building your own, adding custom fields, creating an opportunity, the questions a stage can ask before an opportunity lands on it, reading the board raw or weighted by win probability, reading the company's email inside the drawer, marking won or lost, and what happens on a win.9 min · Oct 26, 2026Put a contact on an opportunityPick the person an opportunity is for when you create it, email them from the opportunity, see your email with them, change them later, and see where that contact goes: quotes, your PSA and HubSpot.5 min · Oct 20, 2026Checkpoints: stage questions, movement rules, and Current Sales OSMake a stage ask for what it needs before an opportunity can land on it, decide whether opportunities may skip columns or move backward, let quotes move cards for you, and set the whole process up in one pass with Current Sales OS.9 min · Oct 23, 2026Setting sales goals and tracking progressWhere sales goals live (Sales or Team, depending on your workspace), how to set a target for a rep or the whole team in any month, quarter or year, and how to fill a fresh period from the last one.4 min · Oct 26, 2026Sales Coaching: structured weekly 1-on-1sRun weekly 1-on-1s from a team roster with follow-through trends and overdue flags; prep each rep with an AI brief, a pipeline review, win-loss takeaways, churn risk, renewals, and goal pace; and record promises that land on My Day and Microsoft To Do.5 min · Oct 19, 2026Sales Manager vs. Account Executive: who sees whatA side-by-side of what each role sees and can do across companies, opportunities, goals, and campaigns.2 min · Oct 22, 2026Campaigns and audiences: build, approve, and send safelyStack filters to build an audience, include or exclude any list of values, pick several values of a company field at once, filter on standard fields. Verify the addresses with a pre-send report, add a picture or a PDF, choose who it's from, pick a look, give the AI writer a theme, move a campaign through approval, and see the guardrails that protect deliverability.10 min · Oct 22, 2026Import contacts by CSV: mapping, dedupe, verificationUpload a spreadsheet, let AI map its columns, review duplicates, and see how ZeroBounce checks the addresses you bring in.5 min · Oct 22, 2026Booking links: let prospects book time on your calendarSet up a scheduling page for you or your team, share it, and see what happens when someone books, moves, hands off or cancels a meeting.6 min · Oct 22, 2026The sales dashboard: pipeline, pace, and the leaderboardWhat Your Day and Team Cockpit show, how pace is scored and where the tick on every bar comes from, how the headcount tile measures seat movement from your first day of seat history, how Relationship Health ranks churn risk, how the leaderboard ranks reps, and the date lenses behind every number.4 min · Oct 19, 2026Running your SBR program quarter to quarterWhere past reviews live, how to start the next one, what the writing run costs you in time, which stage a resumed draft lands on, and how live mode runs as a three-act journey built on the partner's own account plan.8 min · Oct 25, 2026Roadmaps: the account plan and the boardThe standing plan behind a partner relationship: the goals they gave you, the budget and what it covers, how often you meet, and the quarter-by-quarter board of work you propose, decide and price against it.11 min · Oct 22, 2026Website leads: intake forms, routing, and SLA timersHow to build an intake form with your own questions, put it on any website with a link or a short embed snippet, and route each form to the right rep, plus how a lead becomes a routed, timed to-do, how it reaches your PSA as a prospect, how to tag one hot, warm, or cold and find it again, and how to convert it into an opportunity or disqualify it with a reminder to come back.15 min · Oct 25, 2026LinkedIn in sequences and OutreachAdd LinkedIn connection requests, messages, and warm-up touches to any sequence, work them from Outreach in seconds apiece, and let AI write each note for the exact person it's going to.5 min · Oct 19, 2026When an email bounces: what Current does with itA bounce comes back into the sender's mailbox. Current reads it, marks the address invalid, stops every send to it, and tells the owner once a day.4 min · Oct 24, 2026The sequence engine: enrollment, caps, and exitsHow a Current sequence enrolls contacts, paces sends, and knows when to stop.6 min · Oct 24, 2026The whitespace grid: find every cross-sell gapThe partner × offering matrix that turns support tickets into upsell evidence.4 min · Oct 24, 2026Renewals to defend: the Renewal Defense Score and war roomHow Current flags at-risk renewals early, and the partner-safe dossier that backs the conversation.4 min · Oct 22, 2026Closing an opportunity: Won, Lost, and the celebrationDrag an opportunity to Won or Lost, what the confirmation asks for, the reminder a loss can leave you, and what a win triggers, from confetti to the Teams announcement.7 min · Oct 25, 2026Which mailboxes sync to the CRM, and how to exclude oneCurrent can capture partner email from colleagues' mailboxes, even people who never log in. What it covers and how to exclude one.4 min · Oct 25, 2026How to send your first email campaign, start to finishA start-to-finish walkthrough of the campaign composer: name it, build the audience, write the email, test, get it approved, and read the results.5 min · Oct 22, 2026How to build and launch a sequence, step by stepBuild a multi-step outreach sequence from scratch or with AI, enroll contacts, launch it, and monitor replies, plus what happens if you edit it live.5 min · Oct 19, 2026Contacts: find, tag, verify, and email your peopleThe Current contacts directory and the contact page behind every name: filter by company, tag, or the kind of company someone works for, flip tags on or off from the contact page header, read the verification badge, open a person's email history and reply from it, edit their details, and enroll them.10 min · Oct 19, 2026Write an email from a recordSend a new email from a lead, opportunity, company or contact through your own Microsoft 365 mailbox: suggested recipients, formatting, files, Draft with AI and Undo.4 min · Oct 22, 2026Renewals: see and defend every renewal in one placeThe Renewals page. Every upcoming renewal, health-scored, soonest first, colour-coded red / yellow / green so you can act on what's at risk.2 min · Oct 19, 2026The company page: Infrastructure & securityThe Infrastructure & security section on a company record shows fleet, network, security, backup, and people at a glance, drawn from your monitoring, security, and backup feeds, with a last-synced line on each cluster and an open-alert strip.5 min · Oct 22, 2026Integration alerts: what fires and whenPlain rules with fixed thresholds watch your monitoring, security, backup, network and identity feeds: failing backups, open critical detections, people without MFA, a gateway down, and more. Alerts open once, resolve themselves, and show on the company record.7 min · Oct 22, 2026The same company twice: find the duplicates and merge themFind the records that look like one company entered twice, see which one should survive and why, and merge everything the other carried onto it.5 min · Oct 22, 2026Customer groups: one customer with several sitesWhen your PSA keeps one customer as several companies, one per site, a customer group puts the sites together: one page that adds them up, one row on reports and dashboards, and one entry in health and at-risk lists. Every site keeps its own company record and its own PSA sync.6 min · Oct 19, 2026Hot tickets: urgent and unhappy tickets reach the account ownerWhen a partner's ticket is urgent, a security incident, unhappy or a billing complaint, Current alerts the people who own that account and puts the ticket in front of them on the company page and Sales home.5 min · Oct 19, 2026Flag an opportunity from a ticket or taskEngineers send the buying signals they hear on tickets and tasks straight to the account manager as a lead, in about 20 seconds. Leaders see who flags the most and what it won.5 min · Oct 25, 2026Billing owner on won quotes: every billing change reaches the person who billsEvery won quote you convert names a billing owner, and Current gives that person the billing work: the contract task on a project, or an internal ticket in your PSA. A Request contract change button on the company page does the same for changes that never had a quote.5 min · Oct 23, 2026Labor billing on won quotes: fixed fee, time and materials, or already coveredWhen you convert a won quote, you choose how its labor bills: a fixed fee on a contract, the hours your team logs, or an agreement that already covers the work. Products and materials bill as charges either way. Labor is never a charge.6 min · Oct 23, 2026MRR movement and churn: who left, who shrank, who grewThe MRR movement & churn report in Reports: your recurring revenue at the start and end of a period, every customer that left, shrank or grew and exactly what changed, retention for the board, who is about to leave, and where your PSA billed something different.9 min · Oct 19, 2026Mark VIP contactsOne star for your most important people, set by service and sales alike: two presses to star someone, requests your managers approve in one press, stars that come from C-level titles, open opportunities or your PSA, and the account owner hearing when a VIP needs help.5 min · Oct 19, 2026Link a quote to an opportunityHow a quote from ScalePad Quoter, ConnectWise CPQ, Kaseya Quote Manager, HaloPSA, Syncro or your PSA ends up on the right opportunity in Current, what to check when one shows up on its own, and what Current sends to a HaloPSA opportunity.5 min · Oct 22, 2026Hide companies you no longer work withKeep former clients and dead prospects off your Companies list: mark them inactive in your PSA, filter by status, customers or prospects, save the list you want as your default view, and remove companies that live only in Current.3 min · Oct 22, 2026Commissions: pay your sellers without a spreadsheetThe Commissions module builds every rep's monthly statement from your won opportunities, quotes, and goals, no manual entry. Plans, spiffs, statements, the recognition ladder, splits, approvals, dashboards, and President's Club, all in one place.8 min · Oct 22, 2026Plans & incentives: pay plans, spiffs and starter templatesEvery pay lever in one place. Build a pay plan from stacked components (1x MRR, % of margin, % of TCV, accelerators, and more) or start from a best-practice template, assign it per rep with a start date, and run spiffs and President's Club from the tabs beside it.10 min · Oct 20, 2026How commission gets recognized: the earning ladderEach commission line climbs a ladder (Quote won, Pending kickoff or Pending invoice, Earned, Payable, Paid) with a 6-month clawback watch. The plan's trigger decides when Earned fires, and 'on invoice' is checked against your PSA.6 min · Oct 19, 2026Review, submit, and download your commission statementsYour monthly statement assembles itself from your won opportunities, quotes, and goals, no data entry. On My statements you review this month's lines, submit with an optional note, and open every past statement to download its PDF or CSV. Near month end, Current reminds you if you haven't submitted.8 min · Oct 20, 2026Approve, split, and adjust commission statementsFor sales leaders: the real-time Team tracker, editing and splitting lines with a disclosed note, approving a statement to lock it and generate the PDF and CSV, returning it with comments, and why you can never approve your own.8 min · Oct 20, 2026President's Club: the annual commission leaderboardAn optional leaderboard that ranks reps against the annual sales goal, with a qualification bar and your own prize copy. Leadership runs it from the President's Club tab of Plans & incentives; reps see their standing on My commission.4 min · Oct 20, 2026Turn on Teams direct messages for commissionsThe one-time Azure step that upgrades commission 'ask' messages from email to real Teams 1:1 chats: grant the Current app Chat permissions and re-approve for the organization.3 min · Oct 22, 2026Quote-line pay preview: compare commission by quote line with today's payFor sales leaders: run every won opportunity in a date range through today's commission rules and through commission by quote line side by side, on draft rates that are never saved. Nothing on the page changes anyone's pay.4 min · Oct 22, 2026