Knowledge Base

A guide to the ISO Mate Template Gallery: browse pre-built workflows, instantiate a template with its full action tree intact, map account-specific settings, and customize before you enable.

A guide to the governance features that keep ISO Mate workflows safe and observable: versioning and restore, audit logs, dry run, metrics dashboards, execution history and retries, and portable JSON import and export.

A reference for every ISO Mate workflow action, grouped by purpose: record operations, notifications, helpdesk, calendar and activity, external integrations, AI steps, and control flow like branch, for-each, wait, and call sub-workflow.

Personalize your dashboard: choose widgets, reorder and resize them, set auto-refresh, collapse widgets, and use keyboard shortcuts.

Connect tasks, calendar events, notes, and emails to leads, opportunities, and deals for a unified record of every interaction, all captured in the activity timeline.

Link contacts to leads, opportunities, and deals with roles like Decision Maker or Influencer, so your team always knows who is involved in every sales decision.

Monitor pipeline health with five dashboard metrics: pipeline distribution, revenue forecast, win rate, conversion rates, and a funnel summary, all filterable by pipeline, user, and date.

Build a product catalog with SKUs and pricing, create price books for different markets, and attach products to deals as line items with automatic value calculation.

A clear walkthrough of how leads, opportunities, and deals connect in ISO Mate, and how conversions and shared pipeline stages carry a prospect from first contact to closed revenue.

Set up pipelines with custom stages, move leads through to opportunities and deals, work the drag and drop board, and monitor performance on the Sales Dashboard.