DeskBridge SovereignEngage
DeskBridge Sovereign

DeskBridge Engage

Customer relationships, pipeline, marketing and service.

My contact shortcut

Use a date, label and optional once or annual value. Up to ten personal reminders are stored only in your Engage organisation overlay; Core remains the contact authority.

Contact interaction timeline

Only company-scoped interactions that your current Engage permissions allow are shown.

Review possible duplicate

This is an exact match on an email address or telephone number, not a name-based guess. Continue only after reviewing the canonical records. The resulting request is an independently reviewed Engage commercial-overlay merge; it does not replace Core identity.

Shared address book

Company-scoped list of Core contact references. Account stewards can amend it; it does not copy or alter Core contacts.

Verification code

Enter the current code from your authenticator.

Enterprise CRM designer

Execute an active workflow

Localised marketing content designer

Core contact

Core remains the authoritative contact directory. Protected staff information is changed through HR governance.

Import contacts to Core

Files are staged first. Required target: display_name. Existing emails enter duplicate review; no contact is posted until independent approval.

Capture lead

New opportunity

Products or services

Select an existing stock or service item. If the required item does not exist, describe it as a proposed item; Flow will create it only through the governed conversion workflow if the opportunity goes live.

Advance opportunity

Commercial account profile

Account planning and territories

Sales process, pricing and quotes

Sequences, playbooks and conversation insights

Account relationship

Controlled account merge

The request does not replace Core identity. An independent reviewer must approve the Engage commercial-overlay merge.

New service case

Campaign response and attribution

New activity

Communication history

Controlled email delivery

New campaign

Audience members remain canonical Core Directory entries. Engage applies company scope, current consent/lawful basis, channel eligibility and suppression before saving the campaign.

Governed marketing segment builder

Supported fields: display name, email, country, industry, party kind, job title, department, lifecycle status, activity count and communication count. Preview counts always apply current consent and exclusions.

Executable customer journey designer

Journey step
Journey path
Enrol and execute

Landing pages, forms and event registration

No-code form fields
Submit or register

Marketing intelligence and controlled experiments

Scoring model
Calculate, assign or measure

Service and social operations

Queue and routing

Deliverability and preference governance

Authenticated sending domain
Preference centre
Suppression control
Provider event and reconciliation

Link governed Vault document

Partner programmes and deal registration

Bundles, subscriptions and amendments

Territory, quota, split and commission controls

Forecast and quota

Publish knowledge article

Record consent

Controlled note

Record details

Review the customer or contact, source, current state, ownership, value and activity dates before choosing a lifecycle action. The record reference is retained for audit and support; it is not the customer identifier.

What do these fields mean?
Status
The record's current controlled lifecycle state.
Score
The qualification evidence score used to prioritise a lead; it is not an approval.
Source
Where this particular enquiry or lead originated.
Owner
The person accountable for the next action.
Created
When this specific record entered Engage, helping distinguish repeat enquiries.
Record reference
The immutable technical reference used in audit evidence and support investigation.

Governance and evidence

Lead action

Case action

Related service cases

Service-case closure governance

Define independently approved evidence and child-case controls for case closure.

Service supervisor

Freeze queue, capacity, SLA, conversation and knowledge-deflection metrics into an immutable evidence snapshot.

Analytics and CRM configuration

Define governed metrics, reports, dashboards, CRM objects and controlled environment promotions. Open any register entry to inspect or amend it.

Semantic metric
Run approved report
Use an active configurable CRM record

Select an active record type.

Mobile and offline operations

Register this device, capture essential CRM work without a connection and synchronise it through the governed queue when connectivity returns.

Plain-language record details
Document or camera capture

The selected file is encrypted on this device until synchronisation, then stored and governed by Vault.

Push notifications

Register the browser's existing secure push subscription. The delivery endpoint is represented in Engage only by a SHA-256 hash; provider secrets remain in the controlled provider boundary.

Governed CRM assistance

Create controlled assistance definitions, generate explainable suggestions and independently review them. Assistance never sends communications or changes customer records automatically.

Controlled model
Allowed capabilities

Start governed delivery

This creates a draft WorkHub project from the accepted opportunity. The customer, opportunity and commercial value remain traceable across both products.