Use your staff account to access Sales Copilot.
Work that needs a person now.
Opportunities and tasks assigned to you.
Search, filter and work the active pipeline.
Review the record, AI assessment, conversation and activity history.
Prioritise urgent, overdue and assigned work.
Reusable accounts with contacts and opportunities.
People linked across company opportunities.
Customer email threads and current response state.
Operational status for AI, Gmail reply sync, follow-up automation and deployment safeguards.
These values control customer-facing branding and service context. Staff accounts and roles are managed separately in Team & access.
Changing your password signs out existing sessions. Sign in again with the new password.
Admins create staff accounts and assign roles. Passwords are never displayed after creation.
Authentication, settings, user-management and human CRM actions are attributed to the signed-in staff member.