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Octolane uses a small set of connected records so conversation history, tasks, and deal context stay in one place. Time: 3 minutes Outcome: You can open any record and understand what you are looking at.

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The four records to know

Emails, meetings, notes, and AI actions appear as activities on the relevant record timeline.

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Follow one relationship

1

Open an account

Choose a company you recognize and review its fields and recent activity.
2

Open a related contact

Confirm that the person, company, email history, and meetings are connected as expected.
3

Open or create an opportunity

Review its account, people, value, stage, close date, and activity timeline.

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Check your work

You should be able to move from an opportunity to its account and contacts without searching for the same conversation twice.

Explore the complete data model

Learn about activities, custom objects, fields, and relationships.

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Up next

Use those records to build your first pipeline.