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Getting Started

First time here? Find what you need to know to get started with Catalyst

Daily Use

From creating tasks and notes to segments and layouts—protect and grow your accounts

Automations & Intelligence

Operationalize your team's programs using playbooks, health, signals, revenue intelligence, and more

Organization Settings

Configure users, roles, and other settings to get your teams prepared for daily use

Data & Integrations

Configure objects, fields, Salesforce integrations, and more

Product Updates

Explore release notes, and stay updated with recent changes