Sales onboarding for reps and admins, and a Brain that starts from Company Knowledge

What this solves

A teammate who opened Sales before connecting LinkedIn saw empty pages, and nothing in Sales said how to connect it. The Sales Brain had no starting point, and admins had no single view of what was still missing. A rep whose LinkedIn disconnected kept getting drafts that could never be sent.

What changed

• A rep who is not set up yet sees four steps on Mission Control: connect LinkedIn (right there, without leaving Sales), set their voice or start with a generic one, see what the Sales Brain knows, and see who they will reach. The other tabs say what unlocks them instead of showing empty lists.
• When a rep's LinkedIn needs reconnecting, a banner on every Sales page says why and reconnects in one click. Until then their invitations, drafts and comments wait, and nothing is lost.
• Admins get a setup checklist on Mission Control: ideal customer profile, companies, people, reps, owners, targets, campaigns, Sales Brain and sending, each with its next step. Paused reps also appear under Needs your decision.
• The Sales Brain can read Company Knowledge and buyer personas once and propose case studies, proof points and answers to objections. An admin keeps or discards each one, and nothing is used until kept.
• Add a rep in Sales Force now gives you a link to send to your teammate.
• Connecting LinkedIn works when LinkedIn signs you in without asking for a code.

Where to find it

Open Sales → Mission Control. Admins find the Company Knowledge step in Sales → Sales Brain, and Add a rep in Sales → Sales Force.

Useful for

Sales reps joining a workspace, and admins rolling out Sales to a team.