Product demos

See it in action

Click through interactive demos. Each one walks through a real workflow in a few minutes, with no install and no sign up.

Account Management

Review your book of accounts and update owners, fields, and next steps in one view.

Forecast Rollup

Roll up opportunity amounts by rep and period, then adjust the forecast right in the grid.

Using Rules

Set up rules that highlight the records that need attention so the grid shows what to fix first.

Mass Territory Re-assignment

Filter accounts by territory and reassign owners in bulk in a few clicks.

Pricebook Management

Review and update price book entries across many products in a single grid.

Contact Cleanup

Find contacts with a missing email, phone, or account and fix them inline or in bulk.

Cleaning Pipeline

Spot stale opportunities and fix stages, close dates, and amounts in bulk.

Lead Management

Review, qualify, and update leads in bulk from one grid without opening a single record.

Building a grid

Pick an object, choose your fields, and start editing Salesforce records in a spreadsheet view.

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