Engagements
Manage and track every customer engagement — from initial outreach through to close.
Created April 1, 2026
Overview
The Engagements page shows every active and historical engagement in your pipeline, linked to contacts, companies, and activities.
Use the navigation bar at the top to quickly switch between All Engagements, My Engagements, or Engagements by Status.
New Engagement 
Click New Engagement to create a new engagement record.
Organization
Filtering 
Narrow down the engagements list using any combination of the following filters:
- Stage — filter by the current engagement stage
- Pipeline — filter by pipeline
- Type — filter by engagement type
- Created — filter by creation date or date range
Column Display 
By default, the following columns are displayed: Type, Stage, Amount, Total Annual, Owner, Contact, & Created
You can optionally enable: Pipeline, Company, Frequency, Recurring Amt, Start Date, End Date, Description, & Updated
AI Assistant 
The built-in AI assistant can help you work more efficiently with your engagements. Use it to create custom filters, sort and group records, and calculate totals — without needing to configure everything manually.
Simply describe what you want to see in plain language and the AI assistant will build the filter or grouping for you automatically.