Product Demos
Lead Management

Lead Management

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

Manage Salesforce leads in bulk

This demo walks through lead management in Wave: every new lead in one grid, sorted and filtered so you can qualify, disqualify, or reassign in bulk. It replaces clicking through list views and individual lead records in Salesforce.
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Account Management

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

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

Set up rules that highlight the records that need attention so the grid shows what to fix first.
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Mass Territory Re-assignment

Filter accounts by territory and reassign owners in bulk in a few clicks.
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Ready to try it in your own org?

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