Command Center Quick Start
Start your revenue day in one place. Use Command Center to see the work that needs attention and move directly into CRM, Go-to-Market, campaign, lead-conversion, and connected-data actions.
Goal: Identify one revenue priority, move into the right workflow, complete one useful action, and return to Command Center ready for the next move.
Watch: Strikezone Command Center
See how Command Center brings your daily revenue priorities, AI-Native CRM actions, Go-to-Market work, campaigns, engaged leads, and connected revenue data into one operating surface.
What You'll Do
In this quick start, you will have:
- Opened Command Center and understood the daily-priorities view.
- Used the AI-Native CRM card to move directly into a core sales action.
- Recognized the five primary revenue-action areas.
- Used the state-aware Continue / Start / Add / Manage actions correctly.
- Reviewed the shared revenue context below the action cards.
- Completed one useful revenue action and returned to Command Center.
Note: You do not need to use every card. The goal is to complete one useful revenue action quickly, then use Command Center as the place you return to for the next priority.
Before You Begin
Sign in to your Strikezone workspace and open Command Center.
For the best first experience, have at least one of the following available:
- A Contact or Lead you want to work with.
- An active Deal or default Pipeline.
- A prospect who needs a 1:1 sales follow-up.
- An in-progress Go-to-Market document or campaign.
- Hot or Warm leads that need follow-up.
- A CRM or marketing platform you want to connect or manage.
If your workspace is still new, that is fine. Command Center will still show you the available action paths, and the destination modules will use their existing empty states and setup flows.
Step 1: Open Command Center
Open Command Center from the Strikezone navigation.
At the top of the page, look for:
Your Daily Revenue Priorities
Take Action
The five cards below are not a feature menu. They are action paths into the revenue work you are most likely to do next.
From left to right, the approved order is:
- AI-Native CRM - Run Your Sales Day
- Go-to-Market Documents - Advance Your Go-to-Market Plans
- Campaign Builder - Build Your Next Campaign
- Lead-to-Meeting - Turn Engaged Leads Into Meetings
- Data Connectors - Connect Your Revenue Data
First orientation win
You now know where to begin your revenue day and where the major daily actions live.
Step 2: Run Your Sales Day
Start with the first card on the far left:
AI-Native CRM
Run Your Sales Day
Work with people, move deals through your pipeline, and communicate with prospects.
Choose the action that matches the work you need to do now.
Work with People
Work with People — Contacts & Leads
Open Contacts & Leads directly when you need to review, update, or act on the people in your CRM. Command Center should take you directly to the existing Contacts & Leads experience rather than routing you through a generic CRM landing page first.
Work Your Pipeline
Work Your Pipeline — Default Pipeline
Open your workspace or user default Deal Pipeline directly and focus on the opportunities that need attention. If no default Pipeline is defined, Strikezone should open the existing Pipeline selector or list so you can choose the correct Pipeline.
Recommended first action
If you already have an active Pipeline, "Work Your Pipeline" is usually the fastest way to see live revenue work and decide what deserves attention.
Communicate with Prospects
Communicate with Prospects — Compose Sales Email
Open the existing 1:1 CRM sales-email composer directly. If inbox connection, consent, or sending prerequisites are incomplete, Strikezone should use the existing gating or reconnect flow rather than failing silently.
This is a one-to-one sales-email action. It is not Email Broadcast and it is not Email Automation.
Step 3: Choose the Revenue Motion That Needs Attention
After the CRM action card, the remaining four cards help you move outward from sales execution into planning, campaigns, lead conversion, and connected data.
You do not need to use all four. Choose the revenue motion that matches the work in front of you.
Advance Your Go-to-Market Plans
Go-to-Market Documents
Continue the plans that turn strategy into coordinated revenue action. If an in-progress document is shown, use Continue. If no relevant plan exists, use Start a Go-to-Market Plan.
Build Your Next Campaign
Campaign Builder
Turn campaign strategy into channel-ready execution. Continue an in-progress campaign when one is available, or Start a Campaign from the empty state.
Turn Engaged Leads Into Meetings
Lead-to-Meeting
Move Hot and Warm leads toward qualified sales conversations. Use Start Builder when no builder exists, or Continue Builder when work is already in progress.
Connect Your Revenue Data
Data Connectors
Bring CRM and marketing data into Strikezone for shared context and live sync. Use Add Connector when you need a new connection, or Manage Connectors when connections already exist.
Step 4: Review the Shared Revenue Context
Below the action cards, use the existing Command Center context, sync, KPI, and data-table areas to understand the data behind the work you are doing.
The exact content depends on your workspace, permissions, connected systems, selected context, and available data.
Look for the customer, campaign, audience, or revenue signals that help answer questions such as:
- What needs attention now?
- Which activity should I follow up on?
- Which campaign or revenue motion is active?
- Which people or opportunities are behind the signal?
- Is the data I need connected and current?
Where the segment area is shown, the approved label is Audience Segments. Where a segment type is displayed, use only Active Audience Segment or Static Audience Segment.
Do not stop at the dashboard
The purpose of Command Center is not to make you study metrics. Use the context to decide what matters, then move into the action that advances the work.
Step 5: Complete One Action and Return
Choose one action and complete it in the destination workflow.
For example:
- Open a Contact or Lead and create the next follow-up.
- Open the default Pipeline and work the Deal that needs attention.
- Draft a 1:1 sales email to a prospect.
- Continue a Go-to-Market plan.
- Continue or start a campaign.
- Move Hot or Warm leads into the Lead-to-Meeting workflow.
- Add or manage a Data Connector.
When the action is complete, return to Command Center.
The Command Center loop
See → Choose → Act → Return
The next time you return, use the same pattern. You do not need to relearn the page or browse through the product hierarchy.
You Did It
You have completed the Command Center Quick Start.
- Start from Your Daily Revenue Priorities.
- Use Take Action to enter the right workflow.
- Run your sales day from the AI-Native CRM card.
- Move into Go-to-Market plans, campaigns, lead conversion, or Data Connectors when needed.
- Use shared revenue context to decide what deserves attention.
- Complete useful work and return for the next priority.
Command Center is now your starting point for the revenue day - not another place to maintain.
Understand the Five Action Areas
AI-Native CRM - Run Your Sales Day
Use this first card for the three most common CRM revenue actions: work with people, work your default Pipeline, and communicate with prospects through the 1:1 sales-email composer.
Go-to-Market Documents - Advance Your Go-to-Market Plans
Use this card to continue the plans that turn strategy into coordinated revenue action.
Campaign Builder - Build Your Next Campaign
Use this card when you are ready to turn campaign strategy into channel-ready execution.
Lead-to-Meeting - Turn Engaged Leads Into Meetings
Use this card when Hot and Warm leads need to move toward qualified sales conversations.
Data Connectors - Connect Your Revenue Data
Use this card to bring CRM and marketing data into Strikezone for shared context and live sync.
Understand State-Aware Actions
Command Center should reflect the state of your work instead of pretending every user is starting from the same place.
| Action Area | Expected State-Aware Behavior |
|---|---|
| Go-to-Market Documents | Continue when work exists; Start a Go-to-Market Plan when the card is empty. |
| Campaign Builder | Continue when work exists; Start a Campaign when the card is empty. |
| Lead-to-Meeting | Start Builder when no builder exists; Continue Builder when one already exists. |
| Data Connectors | Add Connector when a new connection is needed; Manage Connectors when connections already exist. |
| Work Your Pipeline | Open the default Pipeline when defined; otherwise open the Pipeline selector/list and let the user choose. |
| Communicate with Prospects | Open the 1:1 composer. If sending prerequisites are incomplete, invoke the existing gating/reconnect flow. |
Use the action that matches your current state. Command Center should not force you through unnecessary setup or make assumptions on your behalf.
Audience Segments
When audience information is shown in Command Center, use the approved terminology:
- Audience Segments
- Active Audience Segment
- Static Audience Segment
Do not use the old visible label "Lists (static/active)" in this experience.
Five Good First Actions
Not sure what to do first? Start with the action that matches your current revenue work:
Work with People
open Contacts & Leads.
Work Your Pipeline
open the default Pipeline.
Communicate with Prospects
open Compose Sales Email.
Turn Engaged Leads Into Meetings
start or continue the Lead-to-Meeting Builder.
Connect Your Revenue Data
add or manage a Data Connector.
Remember One Thing
Command Center is not a replacement for the CRM, Go-to-Market Documents, Campaign Builder, Lead-to-Meeting Builder, or Data Connectors.
It is the daily revenue operating surface that helps you get to the right work faster.
Start here. Then act.
Your Daily Revenue Priorities → Take Action → Complete the work → Return for the next priority.
Continue Your Strikezone Onboarding
Go-to-Market Builder Quick Start
Learn how to define your market, Ideal Client Profile, buyer personas, positioning, buying triggers, and a structured Go-to-Market plan that can move into execution across Strikezone.
- Define ICPs and buyer personas
- Build positioning and messaging
- Create buying triggers strategy
- Turn strategy into execution
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