Documentation Index
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Welcome
Quickstart
Common questions
Glossary
What's new

Introductions

The Octolane data model
Accounts
Contacts
Opportunities
Tasks
Notes and activities
Pipelines and stages
Custom fields
AI fields
Views and saved filters
Email and calendar sync
Meeting recorder
Signal
AI Chat
Custom objects

Managing your data

Importing data
Migrating from HubSpot
Migrating from Salesforce
Migrating from Pipedrive
Migrating from Attio
Migrating from a spreadsheet
Bulk edits
Merging duplicates
Exports
Deleting and archiving

Email and calendar

Setting up Gmail
Setting up Google Calendar
How deals are auto-detected from email
Threading and conversation linking
Email templates and snippets

Pipelines and deals

Building your pipeline
Multiple pipelines
Stage automation
Working with opportunities

Reports and forecasts

Reporting in Octolane
Common report recipes
Forecasting

AI in Octolane

How Octolane's AI works
Auto-filling fields
Auto-detecting deals from email
Auto follow-ups
AI enrichment
AI-drafted outreach
Meeting recorder and call intelligence
AI Chat and slash commands
Approvals and human-in-the-loop

Productivity and collaborating

Tasks workflows
Notes and mentions
Comments
Email composer
Keyboard shortcuts

Tools and extensions

Slack (beta)
Zapier

Account and workspace

Account settings
Workspace Settings
Team & Permissions
Plans and pricing
Billing

Playbooks

Playbooks
The Octolane playbook for YC founders
Founder-led sales with Octolane
Never miss a follow-up
Run 50 demos in 30 days
Your first 7 days
Inbound from website
Working through your approval queue

Support

Contact Support
Status
Trust

Managing your data

Exports

Pull your data out as CSV.

Export any view, object, or workspace as CSV. Scheduled exports and full workspace dumps are available on Business and Team plans.

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