Using NorthQuest
Your workspace, from onboarding to sales outcomes.
Getting started
Sign in using your invited email address, then open Settings → Onboarding. Tell us about your business, ideal customers, evidence, approved senders and sales handoff.
Use Save draft to keep your answers. Submit when the required details are complete. Commercial metrics are optional. The sidebar progress ring stays visible until you submit.
Use your shared Slack channel for communication with NorthQuest.
Dashboard
View outreach delivery, replies, positive replies and meetings, alongside sales outcomes recorded in your pipeline. Results appear as outreach begins.
Pipeline
Your pipeline contains NorthQuest-generated opportunities for this workspace. Search or filter the table, then select a name to open contact details, notes and next steps.
Stage changes save immediately. Use Save for changes made inside a record. Keep outcomes current so the dashboard reflects what happened after the handoff.
Your columns
Use Columns to add, reorder, hide or remove fields. Hidden columns leave a small › control so you can restore them. Removing a column only removes it from your view; its data stays.
Column preferences belong to you and the current workspace. Another teammate can use a different arrangement.
Archiving
Admins can archive records and restore them from Archived. Archiving keeps the contact and activity history. Export view downloads the current page and visible columns.
CRM connections
NorthQuest CRM is the default. An admin can connect HubSpot or Salesforce in Settings, authorize the account, and configure the receiving salesperson, pipeline, starting stage and outcome mapping.
NorthQuest can send generated opportunities to the connected CRM. Use Sync in Pipeline to retrieve outcomes for linked records. Unrelated contacts and deals are not imported.
For linked records, update status and value in your external CRM, then sync NorthQuest. Synchronization is currently manual.
Disconnecting removes the connection credentials but keeps your NorthQuest records. It does not delete records in HubSpot or Salesforce.
Team & security
Admins invite teammates and manage their roles in Settings. Managers update onboarding, opportunities and notes. Viewers read results and records. Access is limited to assigned workspaces.
Set up your authenticator in Settings and verify a code to finish enrollment. Password recovery is available from the sign-in page.
Billing
Admins can view their linked subscription in Settings → Billing. Select Manage billing to open Stripe, review invoices and manage payment details.
Subscription changes follow your service agreement. Contact NorthQuest through Slack for help.
Help & data
Use your shared Slack channel for support or permanent data-deletion requests. Hiding a field, removing a column or disconnecting a CRM does not delete your pipeline data.