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Octolane 101 takes you from an empty workspace to a working sales motion. Complete the lessons in order or jump to the part you need. Time: About 20 minutes You will finish with: A connected workspace, a clear data model, a pipeline, meeting capture, and your first approved AI action.

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Course goals

By the end of this course, you will understand:
  • How Octolane creates and updates CRM records
  • Which setup choices matter before inviting your team
  • How meetings, pipelines, AI Chat, and approvals work together
  • Where to go next for migrations, playbooks, and advanced workflows

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Lessons

1. Connect your workspace

Connect Gmail and Calendar and confirm the first sync.

2. Understand your records

Learn accounts, contacts, opportunities, and activities.

3. Build your pipeline

Create a simple pipeline your team can use immediately.

4. Record your first meeting

Choose recording defaults and verify the recap workflow.

5. Take action with AI Chat

Ask a question, request a change, and approve it.

6. Choose your next workflow

Pick the playbook that matches how your team sells.
You can safely explore during this course. Actions that change data or send messages appear in the approval queue before they run unless your workspace has changed its approval settings.

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Up next

Continue to Connect your workspace.