Resources / Docs

How the acquisition system is put together.

A short map of the product surfaces on the marketing site. In-app docs live with your workspace after you sign in.

See the workflow

Intake and lead capture

Leads arrive from forms, imports, and channels. Contact and property context are tracked on the record.

Qualify and pipeline

The queue shows who to follow up with. The pipeline is the shared view of what happens next.

Workflows and reporting

Sequences and workflows own follow-up. Reporting shows what moved, what stalled, and who owns the next step.