Reference
Docs
Everything explained, one feature at a time.
CRM/Sales
Leads & PipelineEvery field, stage, routing rule and conversion path for leads and the sales pipeline.OrdersOrder fields, status lifecycle, and how an order becomes one or more export/import jobs.QuotationsQuotation and proforma invoice structure, approval flow, and how they convert into orders.Sales AI & Deal ScoringHow interaction analysis, MEDDPICC qualification and the explainable deal score work end to end.
Marketing
CampaignsAudience segmentation, campaign types, scheduling and engagement tracking in full detail.Email CampaignsTemplates, sending, deliverability and tracking for email campaigns.Smart FormsForm builder fields, embedding options, and lead-routing rules explained.Social PublishingConnected accounts, post scheduling, and per-network publishing rules.Workflow AutomationTriggers, conditions and actions available in the workflow builder.
AI
Trade/Compliance
CHA & Partner CoordinationRole assignment, the partner portal, and how external partners work their steps.Export & Import Job EngineThe full 4-tier job lifecycle, the three tracks, milestones, gate-blocking, engines and rules — everything explained.HS Code Lookup & ComplianceHS code hierarchy, SCOMET/dual-use flags, and how classification feeds duty and compliance rules.
Partners & Logistics
CertificatesCertificate types, expiry tracking, and where certificates attach across products and jobs.Products & CatalogProduct fields, HS code linkage, and how the catalog feeds quotations, orders and jobs.Trade PartnersPartner records, roles, capabilities, and how partners get reused across jobs.
Integrations
ConnectorsEvery supported integration, OAuth setup, and what data each connector syncs.Media UploadsHow file uploads work across Content Studio, brand assets and job documents — size limits, storage, and where each upload actually lives.PaymentsHow payment milestones are created from a quotation’s terms and reconciled against bank wires, LCs and FIRC/BRC records.