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The Sales user flow mirrors how revenue practitioners actually work. You enter SpineWorkspace with a goal, discover the right leads or deals, understand the context around them, and take governed actions that write back to your CRM. Every step is supported by continuity, so handoffs between people and agents are seamless.
1

Enter

Open the Sales domain from the SpineWorkspace launcher. Your last session state, prioritized deals, and unread alerts are restored automatically.
2

Discover

Browse My Pipeline, Active Prospects, or AI-suggested deal alerts. Twin surfaces deals that need attention based on close date, activity gaps, or stakeholder changes.
3

Understand

Open a deal to see Account 360 context: stakeholder mapping, Gong call summaries, email threads, and LinkedIn profile highlights.
4

Contextualize

Review similar past deals, loss reasons, and win patterns. Spine assembles comparable opportunities from your history.
5

Decide

Determine the next best action: schedule a meeting, send a proposal, request a discount, or escalate to a manager.
6

Act

Execute the action using a governed capability. For example, crm.opportunity.stage_update advances the stage and logs evidence.
7

Review

Confirm the outcome in the Activity Timeline. The receipt shows what changed, who authorized it, and where it was written.
8

Continue

Move to the next prioritized deal. Your context and notes persist across sessions and devices.