as low as $50 a month
Employee Access
Vesforce
Opportunity Workspace
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Opportunity Workspace
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Opportunity Workspace
Create a standalone parent account or link this hierarchy to an existing parent.
Opportunity Workspace
Choose an action.
Open an opportunity to preview a lease.
Lead Workspace
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File Preview
Select a file to preview it.
Opportunity Workspace
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Opportunity Workspace
Opportunity Workspace
Select a note to preview it.
Account
Admin-only QA tool
Role simulation is off. Sandbox uses your real Cognito role.
Admin
Invite employees, assign Vesforce roles, and enable or disable Cognito access.
Cognito
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Admin
Configure customer-specific behavior without changing code. Stage names and post-opportunity notifications are edited from kanban stage headers.
Stage Settings
Support