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Navigating Metal
Learn the layout — where companies, deals, people, and documents live.
Key concepts
Understand the building blocks in plain language.
Working with deals
Track opportunities through your pipeline.
Adding & managing users
Invite teammates and control their access.
Work feature by feature
Companies
Deals
People
Documents
Lists
Search
Workflows
Enrichment
Administer your workspace
Onboarding your workspace
Set up Metal for your firm for the first time.
Roles & permissions
Decide who can see and do what.
Settings
Configure workspace-wide preferences.
Integrations
Connect your CRM, file storage, and more.