14 guides · updated 2026-09-21

CRM

Manage contacts, deals, pipelines, campaigns, and prospecting.

01Managing ContactsUserCreate, view, import, and manage contacts in the wrrk CRM.crmcontactsimport
02Deals and Pipeline ManagementUserTrack deals through customizable pipeline stages with revenue insights.crmdealspipeline
03CRM Dashboard OverviewUserNavigate the CRM dashboard with metrics, charts, and AI insights.crmdashboardmetrics
04Contact Timeline and Activity LogUserView and manage the complete interaction history for any contact.crmtimelineactivity
05CRM CampaignsUserCreate and manage email and WhatsApp marketing campaigns.crmcampaignsemail-marketing
06CRM ProspectingUserFind, score, and engage new leads with the Prospecting module.crmprospectingleads
07Tasks and RemindersUserCreate, manage, and track tasks with reminders and recurring schedules.tasksremindersto-do
08Calendar and MeetingsUserSchedule meetings, create booking links, and manage your calendar.calendarmeetingsscheduling
09Lead Discovery: How it WorksUserUnderstand current Lead Discovery flow, deployment-configured sources, and retired GitHub behavior.lead-discoveryprospectingai
10Find Your First 100 Leads in 3 MinutesUserStep-by-step: open the Lead Intelligence workspace, run an AI Research prompt, review cards, and bulk-add to CRM. ~3-5 minutes from blank screen to 50+ leads.lead-discoveryquickstarttutorial
11Writing Great Lead-Discovery PromptsUserThe 3-part formula for great prompts (Role + Industry + Geography), examples by ICP shape, common mistakes, and iteration tips.lead-discoverypromptsbest-practices
12Understanding Your SourcesUserCurrent source availability is deployment-configured; GitHub is retired from new routing.lead-discoverysourcesgithub
13Reading the SignalsUserWhat each signal type means, where it comes from, and how to quote signals in your outreach for warm-context first emails.lead-discoverysignalsoutreach
14Why Did I Get Few or Wrong Leads?UserTroubleshoot source availability, prompt quality, and the retired GitHub discovery path.lead-discoverytroubleshootingdebug

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CRM

Reading about it is step one.Step two takes minutes.

CRM

Reading about it is step one.Step two takes minutes.

Reading about it is step one.
Step two takes minutes.

Reading about it is step one.
Step two takes minutes.