Satua University / Product Docs
Product docs.
Everything you need to set up Satua and get the most out of every feature.
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CRM Workspace
Dashboard
Grid and table views, filters, saved views, bulk actions, and the lead detail slide-over.
Companies
Company profiles, lifecycle status, account managers, and the My Customers view.
Lifecycle Pipeline & Reporting
How lead statuses drive lifecycle visibility and team/individual reporting.
Deals
Deal kanban, stages, win % math, company/lead model, and weighted forecast.
Tasks
Three-column board (Overdue/Today/Upcoming), filters, snooze options, and auto-tasks from meetings.
Outreach
Settings & Access
Personal Settings
Profile, sender alias, signature, notification preferences, and auth.
Tenant Settings
Team, roles, access controls, email configuration, feature flags, and billing.
Request Management
Live tenant workflow for ICP and Event Intelligence requests.
Billing & Account Credits
How tier allowances, overages, and the prepaid credit wallet work.
Lead Discovery
Lead Discovery Onboarding Quickstart
Fast launch path for tenant-owned data connections, ICP chat, and first discovery run.
Data Connection Setup
Connect tenant-owned provider credentials with key rotation, testing, and troubleshooting guidance.
ICP Chat Best Practices
How to give clear targeting direction without exposing internal discovery mechanics.
Discovery Scheduling & Troubleshooting
Run status meanings, cap behavior, and diagnostics for stable scheduled ingestion.
Event Intelligence Runbook
Submit event briefs, review tagged results, and work event leads inside the dashboard.