Setup & Settings
Sign up, schedule a 1:1, set up Scratchpad to your liking, and find answers to frequently asked questions
Use Case Collection
Explore impactful workflows to understand the art of what's possible!
Purchasing & Managing Scratchpad
Learn more on upgrading via self-serve, managing paid seats, and requesting custom objects
The fastest way for salespeople to access and update Salesforce, from anywhere on the web
Create and customize pipeline views to easily manage opportunities, accounts, and more
Tiles (Deal Cards)
Shortcuts to workflows that provide quick access to the information you need, when you need it
Learn more on syncing your notes to SFDC, note-taking best practices, and more
Studio (Process Adherence)
Execute, manage, and measure your sales process to unlock top revenue performance
Logging Activity (Calls, Events, Tasks)
Quickly and easily log activity like calls, events, and tasks to stay on track and up-to-date
Track pipeline changes and inspect deals all in one place so you have all the visibility you need to forecast confidently.