Getting started
Join your workspace and find your way around
Sign in, select the right workspace, and understand where sales records live.
Before you sign in
Use the workspace login link supplied by your administrator when one is available. Use your own account; a workspace link is not an invitation or permission to access another organization.
Choose the correct workspace
If your account belongs to more than one workspace, select the organization you want to work in. Logos and navigation labels can differ because each workspace manages its branding.
Start with customer context
Leads hold enquiries that are being qualified. Accounts represent companies; contacts represent people. Deals track opportunities through the pipeline. Activities and tasks record interactions and the next action.
Check your access
Your role controls which records and actions are available. Ask your workspace administrator if an expected module or action is missing. A viewer should not be given another person’s credentials to make changes.
Still need help?
Contact your workspace administrator first for access and event assignment. For a product walkthrough, contact the CamSales team. Do not send passwords or verification codes.