Get to know your workspace
Doers Movement is organized into a few clear areas, each with its own job. Once you know what each one is for, finding your way around takes seconds. Here's the quick tour.
| Area | What you do there |
|---|---|
| Dashboard | Chat with your AI Agent. Ask it to add leads, research a company, qualify how well a person fits, or summarize your pipeline, all in plain language, like talking to a teammate. |
| Pipeline | A visual board of your contacts as they move through stages, from brand new all the way to won. Drag, review, and keep deals moving. |
| Contacts | A searchable, filterable list of every person you're tracking. Import new contacts in bulk and run actions across many at once. |
| Companies | The same idea as Contacts, but for the businesses you're selling to: searchable, filterable, with import and bulk actions. |
| ICPs | Define and refine who you target. This is where you shape the kinds of companies you go after; your buying roles (personas) live inside each one. |
| Tasks | Your review desk. Anything the AI proposes, including outreach messages, waits here for your approval before it goes anywhere. |
| Team | Invite teammates and set what each person is allowed to do. |
A good rhythm: start on your Dashboard to ask your AI Agent for what you need, review its suggestions under Tasks, and watch deals progress on your Pipeline.
:::tip Things update live You don't need to refresh. Your lists and your Pipeline update themselves as the AI works, and a small badge appears on a record while the AI is Researching or Qualifying it, so you always know what's in progress. :::