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CRM & sales
Pipeline, goals, campaigns, booking links — for AEs and sales managers.
The Current CRM: companies, deals, and the Sales HomeHow Current's CRM anchors every account on your PSA data instead of a separate contact database.3 min · Jul 18, 2026The company record: your single view of every accountA company alert banner, hero stats with renewal and support at a glance, a Needs attention digest, one unified activity timeline with search, a Files lens, and a one-line AI verdict with the full read a click away.3 min · Jul 29, 2026Company ownership and the account executive bookPrimary owners, co-owners, the unowned prospect pool, and who can see which companies.2 min · Jul 21, 2026Working deals: pipelines, stages, and winningThe four deal pipelines, creating a deal, marking won or lost, and what happens on a win.3 min · Jul 28, 2026Setting sales goals and tracking progressWho can set goals, the metrics you can track, and where progress shows up.2 min · Jul 17, 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 · Jul 18, 2026Sales Manager vs. Account Executive: who sees whatA side-by-side of what each role sees and can do across companies, deals, goals, and campaigns.2 min · Jul 21, 2026Campaigns and audiences: build, approve, and send safelyStack filters to build an audience, verify the addresses with a pre-send report, choose who it's from, move a campaign through approval, and see the guardrails that protect deliverability.6 min · Jul 28, 2026Import contacts by CSV: mapping, dedupe, verificationUpload a spreadsheet, let AI map its columns, review duplicates, and see how NeverBounce checks the addresses you bring in.4 min · Jul 28, 2026Booking links: let prospects book time on your calendarSet up a personal scheduling page, share it, see what happens the moment someone books, and how a booking that can't be confirmed is handled honestly.2 min · Jul 21, 2026The sales dashboard: pipeline, pace, and the leaderboardWhat Your Day and Team Cockpit show, how Relationship Health ranks churn risk, how the leaderboard ranks reps, and the date lenses behind every number.4 min · Jul 28, 2026Running your SBR program quarter to quarterWhere past reviews live, how to start the next one, and the difference between presenting live and printing.3 min · Jul 17, 2026Website leads: intake forms, routing, and SLA timersHow a lead becomes a routed, timed to-do, how it reaches your PSA as a prospect, how to convert or disqualify one, and where disqualified leads live.6 min · Jul 28, 2026The sequence engine: enrollment, caps, and exitsHow a Current sequence enrolls contacts, paces sends, and knows when to stop.4 min · Jul 28, 2026The whitespace grid: find every cross-sell gapThe partner × offering matrix that turns support tickets into upsell evidence.4 min · Jul 22, 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.3 min · Jul 17, 2026Closing a deal: Won, Lost, and the celebrationDrag a deal to Won or Lost, what the confirmation asks for, and what a win triggers — from confetti to the Teams announcement.6 min · Jul 27, 2026Which mailboxes sync to the CRM — and how to exclude oneCurrent captures partner email from every staff mailbox, including people who never log into Current. Here's how that works and how to exclude a mailbox.4 min · Jul 18, 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 · Jul 28, 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 · Jul 28, 2026Contacts: find, tag, verify, and email your peopleThe Current contacts directory: filter by company or tag, read the verification badge, open a contact's email history, and enroll them in a sequence.8 min · Jul 18, 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 · Jul 17, 2026The company page: Infrastructure & securityThe Infrastructure & security group on a company record shows fleet, network, security, and backup at a glance — drawn from your monitoring, security, and backup feeds, with freshness stamps and an open-alert strip.5 min · Jul 17, 2026Integration alerts: what fires and whenFour deterministic rules watch your monitoring, security, and backup feeds — failing backups, open critical detections, phishing spikes, and slipping compliance. Alerts open once, resolve themselves, and show on the company record.5 min · Jul 17, 2026Commissions: pay your sellers without a spreadsheetThe Commissions module builds every rep's monthly statement from your won deals, quotes, and goals — no manual entry. Plans, statements, the recognition ladder, splits, approvals, dashboards, and President's Club, all in one place.8 min · Jul 24, 2026Commission plans and starter templatesBuild a pay plan from stacked components — 1x MRR, % of margin, % of TCV, accelerators, spiffs, and more — or start from one of three best-practice templates. Assign plans per rep with effective dates.9 min · Jul 24, 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 · Jul 24, 2026Read and submit your commission statementYour monthly statement assembles itself from your won deals, quotes, and goals — no data entry. Review every line, flag a discrepancy, keep private notes, ask your manager over Teams or email, then submit.7 min · Jul 24, 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 · Jul 24, 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 configures it on the Club page — or leaves it off.4 min · Jul 24, 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 · Jul 24, 2026