Workspace
Reading the workspace's records…
Every status below is read from the same records the product runs on — a step is done when the record says so, never because a box was ticked. Nothing here is commercial; nothing here is in the demo.
- 1
Bring in your accounts
Connect Salesforce or paste a CSV →the book is empty — connect Salesforce or paste a CSV
- 2
Connect your conversations optional
Connect Google Meet →no call source connected — MEDDICC reads from transcripts you upload until one is
- 3
Choose what Taurus watches
Configure the lanes →no lanes enabled — nothing is being watched for
- 4
Add your sellers optional
Manage users →solo workspace — fine for one seller; add people to route by Owner
- 5
Switch it on
Switch the lanes on →signals OFF for this workspace — the lanes will not run until this is on
Operational · never commercial
ConnectionsSalesforce — · Google Meet — · HubSpot by import, read onlyImport accountsnothing imported yet · CSV paste · Salesforce pullSignal lanes0 lanes enabled · platform defaults · 0 lanes with runsUserssolo workspaceReliabilitysignals off · nothing runs for this workspacePlatformevery platform integration configuredGuideshow to read the product