Below are a list of integrations layouts, templates, and playbooks that are common for an MVP (minimal viable product) or "first version" of Catalyst. The goal here is to give you and your team a baseline configuration that enables quick adoption and sets you up for ongoing iteration.
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Integrations
Configure objects and fields to enrich your Catalyst records with even more insights.
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Home Layouts
View data about groups of accounts, contacts, opportunities and more.
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Account Layouts
Click into an account record from anywhere in Catalyst to get insight into a single record.
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Playbooks
Create pre-built workflows to automatically assign new tasks, send personalized emails, and update field values.
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Notes Templates
Create a library of notes for your team to use with pre-filled field values to make note entry faster.
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Task Templates
Take action on risk (for use in Risk Escalation / Save playbook)
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