Features by module

Each module page covers its features one by one: what you do, how it differs by role, a short video and a screenshot.

Module	Covers
Getting started	Signing in and passwords, Cabeau Tools, your dashboard, time zones
Customers	Finding accounts, the account record, sales history, parents and children, archiving, active status, tiers, assignment, contacts, ship-to addresses
Sales orders	Filters, exporting, PDFs and packing lists, NetSuite sync
Pricing	Price lists, price change requests and approvals, FOB surcharge flag, exporting, pricing on leads
Inventory	Stock by product and warehouse
Leads	The pipeline, assigning, converting, Apollo discovery
Forecasting	Entering forecasts, the lock and approvals, actuals, budget, exporting, goals
Email and calendar	Email filed automatically, the calendar
Activities	Logging calls and notes, at-risk and pace alerts, follow-up sequences
Meetings	The note-taker, transcripts, minutes and tasks
AI tools	The Cabeau Assistant and prompts that work
Reporting	Building your own reports, dashboard drill-down, accountability
Administration	Approvals and reassigning, for the VP
Support	Reporting an issue