Published at: 2026-09-17
Business scenario guide
No prior knowledge of product modules is required. According to the work to be completed, choose the corresponding usage path.
Team communication and group collaboration
It is suitable for daily communication, establishing internal groups, and conducting group collaboration around business data such as customers and business opportunities.
- Understand the differences between Chats, Chats groups and business groups
- Initiate and manage Chats sessions
- Collaborate using Chats group
- Use business group
Customer follow-up and sales collaboration
Suitable for recording the follow-up process around customers, leads and business opportunities, and converting communication results into follow-up actions.
- Record and view customer follow-up
- Create and execute tasks
- Create and manage calendar events
- View and handle CRM Notifications
Closed loop of reporting, tasks and execution
Suitable for submitting periodic reports, arranging tasks, tracking execution progress and viewing team work information.
- Create and view reports
- Use report rules and statistics
- Create and execute tasks
- Management Tasks
- Browse and publish Feeds information
Approval and formal notification
Suitable for initiating and processing internal matter approvals, and issuing formal announcements to designated areas.
- Learn about Collaborative Approval
- Initiate and process Collaborative Approval
- Publish and view announcements
Cross-organizational and upstream and downstream collaboration
Suitable for communication, feeds and calendar event collaboration with external interconnected members such as dealers and partners.
- Carry out interconnected Chats collaboration
- Carry out interconnected Feeds collaboration
- Carry out interconnected calendars collaboration
Calendar events and notifications
Perfect for managing personal and team time, handling scheduling conflicts, syncing third-party calendars, and receiving CRM notifications.
- Create and manage calendar events
- Set calendar event sharing and conflict rules
- Authorize and use third-party calendar synchronization
- View and handle CRM Notifications
[!NOTE] The specific entry point is affected by the organization activation scope, phased release status, role permissions, record type and page layout. If you cannot find the entry point, please check Troubleshooting first.