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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, and how saved views, columns, and filters (including your own company fields) narrow a list to the one you work.5 min · Sep 6, 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 · Sep 9, 2026Company ownership and the account executive bookPrimary owners, co-owners, the unowned prospect pool, who sees which companies, and the bulk bar for tagging, listing, or deleting many at once.3 min · Sep 8, 2026Working deals: pipelines, stages, and winningThe built-in deal pipelines, building your own, adding custom fields, creating a deal, the questions a stage can ask before a deal 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 · Sep 10, 2026Checkpoints: stage questions, movement rules, and Current Sales OSMake a stage ask for what it needs before a deal can land on it, decide whether deals 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 · Sep 4, 2026Setting sales goals and tracking progressWhere the Goals page lives, 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 · Sep 6, 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 · Sep 6, 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 — 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, move a campaign through approval, and see the guardrails that protect deliverability.9 min · Sep 9, 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.5 min · Sep 11, 2026Booking links: let prospects book time on your calendarSet up a personal scheduling page, share it, see what happens the moment someone books, and what the prospect sees when a booking can't be confirmed.2 min · Sep 10, 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 · Sep 6, 2026Running your SBR program quarter to quarterWhere past reviews live, how to start the next one, how a half-finished draft resumes, and the difference between presenting live and printing.3 min · Sep 6, 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 one line of embed code, 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 a deal or disqualify it with a reminder to come back.15 min · Sep 10, 2026LinkedIn in sequences and the Outreach queueAdd LinkedIn connection requests, messages, and warm-up touches to any sequence, work them from the Outreach queue in seconds apiece, and let AI write each note for the exact person it's going to.5 min · Aug 24, 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 · Sep 11, 2026The sequence engine: enrollment, caps, and exitsHow a Current sequence enrolls contacts, paces sends, and knows when to stop.6 min · Sep 10, 2026The whitespace grid: find every cross-sell gapThe partner × offering matrix that turns support tickets into upsell evidence.4 min · Sep 6, 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 · Sep 4, 2026Closing a deal: Won, Lost, and the celebrationDrag a deal to Won or Lost, what the confirmation asks for, the reminder a lost deal can leave you, and what a win triggers — from confetti to the Teams announcement.7 min · Sep 8, 2026Which mailboxes sync to the CRM — and how to exclude oneCurrent can capture partner email from every staff mailbox, even people who never log in. How it works, when it's on, and how to exclude a mailbox.4 min · Sep 11, 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 · Sep 4, 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 · Sep 10, 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 sequences, edit their details, and enroll them.10 min · Sep 6, 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 · Sep 6, 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 · Sep 4, 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 · Sep 4, 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 · Sep 4, 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 · Sep 4, 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