Momentum CRM

Use Momentum to run your sales pipeline in one place — from first prospect through closed deal. Track leads, accounts, contacts, opportunities, quotes, activities, and forecasts. Connect outbound campaigns, files, and team follow-up without leaving the app.

Open Momentum from the App Launcher (Ctrl+K or Command+K, then choose Momentum), or go to Momentum in your quick app list.

What Momentum includes

Momentum is built for mid-market sales teams that need a shared pipeline without heavy admin overhead. Core modules:

Module	Path	What it is for
Accounts	`/accounts`	Companies you sell to
Contacts	`/contacts`	People at those companies
Leads	`/leads`	Early-stage prospects not yet in active pipeline
Opportunities	`/opportunities`	Deals you are working to close
Quotes	`/quotes`	Proposals and pricing sent to buyers
Products	`/products`	What you sell — plans, seats, SKUs
Price Books	`/price-books`	List and negotiated pricing by catalog
Campaigns	`/campaigns`	Outbound programs tied to pipeline
Activities	`/activities`	Calls, meetings, tasks, and notes
Sprint	`/sprint`	Team task board for deal and ops work
Files	`/files`	Contracts, decks, and docs on records
Forecasts	`/forecasts`	Rep quota, commit, and gap tracking
Lead Finder	`/momentum/lead-finder`	Discover prospects from the public web

From the Momentum home page (/momentum), you see module cards, pipeline metrics, and items that need attention — overdue activities, at-risk deals, and accounts missing a primary contact.

Understand your sales records

Leads are people or companies that may buy from you but are not yet in active pipeline work.
Accounts are companies you track over time — prospects, customers, and former customers.
Contacts are the people you know at those companies.
Opportunities are deals you are trying to win, with amount, stage, and close date.
Activities are calls, meetings, tasks, emails, and notes tied to sales work.
Quotes are formal proposals with line items from your product catalog.
Lists (list views) help you find, filter, sort, and save the records your team uses every day.

How records connect

A typical path through Momentum looks like this:

Lead → (convert) → Opportunity + Contact + Account
                        ↓
                   Quote → Files
                        ↓
              Activities + Email + Sprint tasks

Keep the account as the company anchor, contacts as the people involved, and opportunities as the revenue you are forecasting. Link a contact to a lead or opportunity so the right person stays with the right deal.

Start on the Momentum home page

Open the App Launcher.
Choose Momentum.
Review headline metrics: pipeline value, open opportunities, deals closing this month, active leads, win rate, and at-risk deals.
Check the attention panel for overdue follow-ups, deals with no recent activity, and data gaps.
Open a module card — for example Leads or Opportunities — or choose New lead to create a record immediately.

Use the home dashboard in weekly pipeline reviews. Managers can scan stage breakdown and alerts before drilling into individual deals.

Work with leads

Leads capture inbound interest and outbound prospects before they become pipeline opportunities.

Add a lead

Open Momentum → Leads (or choose New lead on the Momentum home page).
Choose New lead.
Add company name, contact, email, source, and owner.
Fill in Qualification fields when you know them: budget, timeline, rating, and company size.
Save the lead.

Lead status values

Status	When to use it
New	Just created; not yet worked
Open	Assigned and in the queue
Contacted	First outreach completed
Qualified	Fits your ideal customer profile and has real interest
Unqualified	Not a fit — wrong segment, no budget, or no authority
Converted	Turned into an opportunity (archived from active lead lists)

Other useful lead fields: source (Website, Referral, Event, Cold outbound, Partner, Advertising, Other), rating (Hot, Warm, Cold), and score.

Qualify and prioritize leads

On a lead record, open the Qualification section:

Confirm budget and purchase timeline.
Set rating (Hot, Warm, Cold).
Mark whether a decision maker and approved budget are identified.
Set next follow-up so the lead does not go cold.

Use the default My Leads list view to focus on your queue. Switch to All Leads for team visibility or Converted to find past conversions.

Mark lead progress with workflows

On a lead record, open the Workflows panel in the sidebar. One-click actions include:

Mark Lead Qualified
Mark Lead Working (actively being pursued)
Mark Lead Disqualified
Schedule Lead Follow-up Task
Assign Lead Owner
Duplicate Lead

Workflows that change data may ask you to confirm before they run.

Convert a lead to an opportunity

Use conversion when a lead is ready for active sales work.

From one lead:

Open the lead.
Choose Convert lead (header action or workflow).
Review the opportunity name, amount, stage, close date, and contact details.
Finish the conversion.

From a list (bulk):

Open Leads.
Select one or more leads.
Choose Convert from mass actions.
Confirm the conversion.

The lead is marked Converted and moves off active lead lists. Open the Converted list view when you need to find it again.

Manage accounts

Accounts are the companies behind your pipeline.

Add an account

Open Momentum → Accounts.
Choose New account.
Add name, industry, owner, status, and annual revenue (ARR).
Add billing address when you have it.
Save.

Account status values

Status	Meaning
Prospect	Target account; not yet a customer
Active	Current customer
Inactive	No recent engagement
Churned	Former customer

List views and mass actions

Default list views: All Accounts, My Accounts, and Recently Updated.

Select multiple accounts to Export, Change owner, or Add to campaign.

Refresh account health

On an account record, run Refresh Account Health from the Workflows panel to update health status and last reviewed date after a QBR or renewal check-in.

Manage contacts

Contacts hold the people behind your deals.

Add a contact

Open Momentum → Contacts.
Choose New contact.
Add name, title, email, phone, and linked account.
Add physical, shipping, or mailing address when needed.
Save.

Link a contact to sales work

Open a lead, opportunity, or case.
Find the Contact field.
Search for the contact.
Choose the contact and save.

You can also run Link Contact to Account from a contact record's Workflows panel.

Contacts on accounts, leads, and opportunities also support the Email tab when record email is enabled. See Salestrics Mail.

Run your opportunity pipeline

Opportunities are where mid-market teams forecast revenue and run deal reviews.

Pipeline stages

Stage	Typical exit criteria
Qualification	Problem, budget, and timeline confirmed
Discovery	Needs documented; stakeholders identified
Proposal	Quote or proposal delivered
Negotiation	Terms, legal, and pricing under review
Closed Won	Deal signed
Closed Lost	Deal did not close

Additional fields help forecasting: forecast category (Pipeline, Best case, Commit, Closed, Omitted), probability, priority, type (New business, Renewal, Upsell, Cross-sell, Expansion), and close date.

Add an opportunity

Open Momentum → Opportunities.
Choose New opportunity.
Add name, account, contact, amount, stage, and close date.
Set owner and forecast category.
Save.

Or convert a qualified lead — Momentum creates the opportunity (and optionally contact) for you.

Move deals through the pipeline

On a record:

Open the opportunity.
Update Stage on the record, or run Advance Opportunity Stage from Workflows.
Log an activity or note so the team sees what changed.

From a list:

Open Opportunities → My Pipeline (default) or Closing This Month.
Sort by stage or close date.
Select deals and use mass actions to change owner or export for review.

Close the deal:

Run Mark Opportunity Won or Mark Opportunity Lost from Workflows.
Update amount and close date if they changed during negotiation.

Create a quote from an opportunity

When a deal reaches proposal stage:

Open the opportunity.
Run Create Quote from Opportunity from Workflows, or open Quotes and create a new quote linked to the account.
Add line items from your product catalog.
Set status, valid-until date, and payment terms.
Send the quote and attach the PDF under Files on the opportunity.

Build quotes, products, and price books

Products

Open Momentum → Products.
Choose New product.
Add name, SKU, category, price, billing model, and description.
Save.

Products group by category on the list page. Use an Active catalog before quoting.

Price books

Price books hold list and negotiated prices per product — useful when mid-market deals need standard vs. enterprise tiers or regional pricing.

Open Momentum → Price Books.
Choose New price book.
Set name, currency, and active status.
Add product entries with list price and book price.
Save.

Reference the right price book when building quotes for a segment or partner channel.

Quotes

Status	Meaning
Draft	Still being built
Sent	Delivered to the buyer
Approved	Buyer accepted
Rejected	Buyer declined
Expired	Past valid-until date

Quote line items pull from products. Totals update as you change quantity or unit price. Attach the signed quote PDF to the opportunity under Files.

Log and track activities

Activities keep follow-up visible across the team.

Activity types

Call, Email, Meeting, Task, and Note.

Log an activity

Open a lead, contact, account, or opportunity.
Use header actions to log a call or meeting, or open Activities → Log activity.
Add subject, related record, owner, and due date.
Save.

Or run from Workflows on any supported record:

Log Call Activity
Log Meeting Activity
Create Follow-up Task
Add Note to Record

Work from the activities list

Open Momentum → Activities.
Use My Open Activities (default) for your due work.
Sort by due date.
Open an activity to complete it or reschedule.

Overdue activities appear on the Momentum home attention panel.

Plan campaigns

Campaigns connect marketing programs to pipeline outcomes.

Open Momentum → Campaigns.
Choose New campaign.
Set type (Email, Event, Webinar, ABM, Social, Paid media), budget, dates, and owner.
Link generated leads as the campaign runs.
Track metrics — sent, opened, clicked, converted — on the campaign record.

Add accounts or leads to a campaign from list mass actions (Add to campaign).

Use Sprint for deal tasks

Sprint is a kanban-style board for tasks related to deals and operations.

Open Momentum → Sprint.
Create a card with subject, related record, owner, due date, and priority.
Move cards across Backlog, To Do, In Progress, In Review, and Done.

Use Sprint for internal prep work — proposal redlines, security questionnaires, forecast notes — while Activities stay buyer-facing follow-up.

Attach files

Keep proposals, MSAs, and security docs with the deal.

Open a sales record (opportunity, account, or lead).
Use Attach file from header actions, or open Files on the record.
Choose a file from Workspace Drive.
Save.

Organization files also live under Momentum → Files, grouped by folder (Contracts, Proposals, Quotes, and more).

Learn how to manage Drive storage in Workspace.

Forecast revenue

Forecasts give managers a rep-level view of quota vs. commit vs. pipeline.

Open Momentum → Forecasts.
Open or create a forecast for the period and owner.
Review quota, closed, gap, commit, and best case.
Align opportunity forecast category fields so rollups stay accurate.

Run weekly forecast calls using Forecasts plus the Closing This Month opportunity list view.

Discover prospects with Lead Finder

Lead Finder searches the public web for prospects and imports them into Leads.

Open Momentum → Lead Finder (/momentum/lead-finder).
Enter search criteria:
- Company or domain
- Industry and location
- Title keywords (for example VP Sales, RevOps)
Choose Search. Momentum queues a discovery job and shows progress.
Review results — name, title, company, email verification status, and source.
Select prospects and choose Import to Leads.
Open imported leads from the confirmation links and assign an owner.

Lead Finder maps company, title, and email into new lead records. Qualify imports the same way as inbound leads before converting to opportunities.

Work on a record page

Every core CRM record has a consistent layout.

Tabs

Details — fields, related lists, and custom data.
Feed — activity stream and team posts (powered by Orbit).
Email — threads linked to the record (accounts, contacts, leads, opportunities, and cases).

Header actions

Depending on the record type, you can edit, follow, notify, email, attach files, add notes, change owner, export, print, or delete.

Workflows sidebar

The Workflows panel lists automations available for that record type. Choose a workflow, confirm inputs if needed, and run. After conversion or quote creation, Momentum may offer a link to the new record.

Find records with lists

List views power day-to-day selling in Momentum.

Open a module — Leads, Contacts, Opportunities, Activities, or another list.
Pick a saved list view (for example My Pipeline or My Open Activities).
Search by name, account, owner, or other visible columns.
Pin a list view you use often.
Customize visible columns when your role needs a different slice.
Save a new list view when you want to reuse filters and columns.

Mass actions

Select rows to run bulk work:

Module	Mass actions
Leads	Export, Change owner, Convert
Opportunities	Export, Change owner, Add to campaign
Accounts / Contacts	Export, Change owner, Add to campaign
Activities	Export, Change owner

Add a custom field

Custom fields let your workspace track information specific to your sales motion — renewal date, customer tier, partner source, and more.

If Custom fields is shown on the record:

Open the record.
Open Custom fields.
Choose Add field.
Add a short name.
Pick the kind of information the field will hold.
Save the field.

Your plan or access may control this feature. Ask your workspace admin if you do not see it.

Restore a deleted record

Deleted sales records may appear in Admin under Trash.

Open Admin.
Open Trash.
Find the record.
Choose Restore if that choice is shown.

Ask your workspace admin for help if you cannot open Trash or restore the record.

Best practices for mid-market sales teams

These patterns work well with Momentum's modules and list views.

Keep one source of truth

Use accounts and contacts for every deal, even when the first touch was a lead.
Convert leads promptly when budget and timeline are confirmed — do not run late-stage deals only on lead records.
Log calls and meetings on the opportunity so managers see real engagement.

Run a simple weekly rhythm

Day	Focus	Where in Momentum
Monday	Review open tasks and overdue activities	Activities → My Open Activities; Momentum home alerts
Wednesday	Pipeline scrub by stage	Opportunities → My Pipeline
Friday	Forecast and closing plan	Forecasts; Opportunities → Closing This Month

Define stage exit criteria

Agree as a team what must be true before a deal moves stage — for example, a documented discovery note before Proposal, or a sent quote before Negotiation. Momentum's stage list stays short so reps actually use it.

Separate buyer follow-up from internal work

Activities for calls, meetings, and buyer-facing tasks with due dates.
Sprint for internal prep (legal, security, pricing approvals).
Notes for longer discovery write-ups linked to the account or opportunity.

Quote from the catalog

Maintain products and price books before quarter-end crunch. Creating quotes from opportunities keeps line items, totals, and files tied to the deal.

Prospect with discipline

Use Lead Finder for outbound lists, then qualify before bulk convert. Assign owners on import so prospects do not sit unworked in All Leads.

Connect email and AI to records

Send and read record email from the Email tab so threads stay with the deal. See Salestrics Mail.
Ask Assistant for pipeline summaries, draft follow-ups, or next-step lists — always verify amounts and dates against the record.
Use Salestrics AI for meeting summaries, reply drafts, and deal coaching; check admin settings for which actions need approval.

Connect Momentum to other apps

Flow (inventory and fulfilment)

Flow and Momentum share accounts, contacts, and products. When a deal closes, fulfilment teams see the same customer and SKU data. See Flow.

Resolve (customer service)

Link contacts to cases in Resolve so sales and support share context. See Resolve.

Workspace (files and docs)

Attach Drive files to opportunities and accounts. Draft proposals in Docs or Sheets, then link them from the record. See Workspace.

Mail

Use record email on leads, contacts, accounts, and opportunities. Compose from the record header or read threads on the Email tab. See Salestrics Mail.

Assistant and Salestrics AI

Ask Assistant for open deals, stale leads, or activity gaps. Use Salestrics AI in Mail and on records to draft follow-ups — then review before sending. See Assistant and Salestrics AI.

Related guides

Applications — open Momentum and other apps
Getting started — workspace setup
Workspace — Drive, Docs, and file attachments
Salestrics Mail — record email and shared inboxes
Assistant — chat with Salestrics AI
Salestrics AI — AI across sales apps
Flow — shared accounts, contacts, and products
Resolve — link contacts to cases
Admin — trash, access, and workspace settings
Plans and limits — features by plan

Guides for your agentic CRM