This guide describes routes and workflows present in the application. Provider-backed tools can be unavailable when their required configuration is missing.
Create an account, then complete the organization and pipeline onboarding flow.
Authenticated routes cover the core sales records.
Pipelines use stored stages and deals; forecast totals are calculated from live organization data.
Mahon exposes authenticated tools for email drafts, contact enrichment, and natural-language search.
The settings importer accepts contact and company CSV files. Notion sync is available on plans that include it when the integration is configured.
Billing and developer access are managed from authenticated settings.
The following values demonstrate accepted input or query shape; they are not live customer data or promised output.
Example contact CSV
first_name,last_name,email,phone,title,company,source
Jane,Smith,jane@example.com,+1-555-0100,VP Sales,Example Co,ReferralExample natural-language query
Show contacts in software who have not had activity in 14 days