Skip to content

OppFlow.ai Docs

Product Privacy Open app

Documentation menu

Getting started

What OppFlow is
The workspace shell
Roles, visibility & admin
Keyboard shortcuts

Working deals

New Business pipeline
Renewals & health
The opportunity record
Editing a deal & write-back
Activity, calls & email
Relationship maps
Tasks
Notes, dictation & read-aloud
Forecast

Marvin & Plays

Marvin, the assistant
The ⌘K command bar
Sales Plays

Team & territories

Members, invites & links
Regions & sub-regions
Reports

Administration

System of record
CRM-to-CRM migration
Email & calendar
Enterprise SSO
External data & metrics
Billing & plans

Integrations

What connects, and how
Salesforce
HubSpot
Google Workspace
Microsoft 365
Knobs
Gong — recorded calls
Product-usage sources
Company enrichment
Stripe
Bug & feature pipeline
Not available yet

Reference

Glossary

Reference

Reference

Definitions and lookups.

← PreviousNot available yet Next →Glossary

OppFlow.ai docs · by Traversal · v0.1.32