> For the complete documentation index, see [llms.txt](https://docs.3dolphins.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.3dolphins.ai/sales-activity.md).

# Sales Activity

- [Lead](https://docs.3dolphins.ai/sales-activity/lead.md)
- [Create New Lead](https://docs.3dolphins.ai/sales-activity/lead/create-new-lead.md)
- [Import Lead](https://docs.3dolphins.ai/sales-activity/lead/import-lead.md)
- [Detail Lead](https://docs.3dolphins.ai/sales-activity/lead/detail-lead.md)
- [Contact Info](https://docs.3dolphins.ai/sales-activity/lead/detail-lead/contact-info.md)
- [Company Info](https://docs.3dolphins.ai/sales-activity/lead/detail-lead/company-info.md)
- [Transfer Lead Ownership](https://docs.3dolphins.ai/sales-activity/lead/detail-lead/transfer-ownership.md)
- [Note](https://docs.3dolphins.ai/sales-activity/lead/detail-lead/note.md)
- [Task](https://docs.3dolphins.ai/sales-activity/lead/detail-lead/task.md)
- [Filter and Search Lead](https://docs.3dolphins.ai/sales-activity/lead/filter-and-search-lead.md)
- [Lead Automation](https://docs.3dolphins.ai/sales-activity/lead/lead-automation.md)
- [Automation Component](https://docs.3dolphins.ai/sales-activity/lead/lead-automation/automation-component.md)
- [Create Automation](https://docs.3dolphins.ai/sales-activity/lead/lead-automation/create-automation.md)
- [Duplicate and Delete Automation](https://docs.3dolphins.ai/sales-activity/lead/lead-automation/duplicate-and-delete-automation.md)
- [Convert Lead to Deal or Archive Lead](https://docs.3dolphins.ai/sales-activity/lead/convert-lead-to-deal-or-archive-lead.md)
- [Unarchive Lead](https://docs.3dolphins.ai/sales-activity/lead/unarchive-lead.md)
- [Delete Lead](https://docs.3dolphins.ai/sales-activity/lead/delete-lead.md)
- [Deal](https://docs.3dolphins.ai/sales-activity/deal.md)
- [Create New Deal](https://docs.3dolphins.ai/sales-activity/deal/create-new-deal.md)
- [Detail Deal](https://docs.3dolphins.ai/sales-activity/deal/detail-deal.md)
- [Add Product on Deal](https://docs.3dolphins.ai/sales-activity/deal/detail-deal/add-product-on-deal.md)
- [Contact Info](https://docs.3dolphins.ai/sales-activity/deal/detail-deal/contact-info.md)
- [Company Info](https://docs.3dolphins.ai/sales-activity/deal/detail-deal/company-info.md)
- [Transfer Deal Ownership](https://docs.3dolphins.ai/sales-activity/deal/detail-deal/transfer-deal-ownership.md)
- [Note](https://docs.3dolphins.ai/sales-activity/deal/detail-deal/note.md)
- [Task](https://docs.3dolphins.ai/sales-activity/deal/detail-deal/task.md)
- [Add On-Site Visit](https://docs.3dolphins.ai/sales-activity/deal/detail-deal/add-on-site-visit.md)
- [Add Expenses](https://docs.3dolphins.ai/sales-activity/deal/detail-deal/add-expenses.md)
- [Transfer Deal to Another Pipeline](https://docs.3dolphins.ai/sales-activity/deal/transfer-deal-to-another-pipeline.md)
- [Pipeline](https://docs.3dolphins.ai/sales-activity/deal/pipeline.md)
- [Add New Pipeline](https://docs.3dolphins.ai/sales-activity/deal/pipeline/add-new-pipeline.md)
- [Edit Pipeline](https://docs.3dolphins.ai/sales-activity/deal/pipeline/edit-pipeline.md)
- [Delete Pipeline](https://docs.3dolphins.ai/sales-activity/deal/pipeline/delete-pipeline.md)
- [Filter, Sort, and Search Deal](https://docs.3dolphins.ai/sales-activity/deal/filter-sort-and-search-deal.md)
- [Advanced Setting](https://docs.3dolphins.ai/sales-activity/deal/advanced-setting.md)
- [Closed Deal to Won or Lost Deal](https://docs.3dolphins.ai/sales-activity/deal/closed-deal-to-won-or-lost-deal.md)
- [Delete Deal](https://docs.3dolphins.ai/sales-activity/deal/delete-deal.md)
- [Contact](https://docs.3dolphins.ai/sales-activity/contact.md)
- [Create New Contact](https://docs.3dolphins.ai/sales-activity/contact/create-new-contact.md)
- [Detail Contact](https://docs.3dolphins.ai/sales-activity/contact/detail-contact.md)
- [Switch and Unlink Companies](https://docs.3dolphins.ai/sales-activity/contact/detail-contact/switch-and-unlink-companies.md)
- [Add Deal](https://docs.3dolphins.ai/sales-activity/contact/detail-contact/add-deal.md)
- [Set Contact as VIP](https://docs.3dolphins.ai/sales-activity/contact/detail-contact/set-contact-as-vip.md)
- [Block and Unblock Contact](https://docs.3dolphins.ai/sales-activity/contact/detail-contact/block-and-unblock-contact.md)
- [Merge Contact](https://docs.3dolphins.ai/sales-activity/contact/detail-contact/merge-contact.md)
- [Note](https://docs.3dolphins.ai/sales-activity/contact/detail-contact/note.md)
- [Task](https://docs.3dolphins.ai/sales-activity/contact/detail-contact/task.md)
- [Delete Contact](https://docs.3dolphins.ai/sales-activity/contact/delete-contact.md)
- [Company](https://docs.3dolphins.ai/sales-activity/company.md)
- [Create New Company](https://docs.3dolphins.ai/sales-activity/company/create-new-company.md)
- [Detail Company](https://docs.3dolphins.ai/sales-activity/company/detail-company.md)
- [Search Company and Configuration Table](https://docs.3dolphins.ai/sales-activity/company/search-company-and-configuration-table.md)
- [Delete Company](https://docs.3dolphins.ai/sales-activity/company/delete-company.md)
- [Product](https://docs.3dolphins.ai/sales-activity/product.md)
- [Create New Product](https://docs.3dolphins.ai/sales-activity/product/create-new-product.md)
- [Detail Product](https://docs.3dolphins.ai/sales-activity/product/detail-product.md)
- [Open Deals](https://docs.3dolphins.ai/sales-activity/product/detail-product/open-deals.md)
- [Stock and Restock Product](https://docs.3dolphins.ai/sales-activity/product/detail-product/stock-and-restock-product.md)
- [Transfer Product Ownership](https://docs.3dolphins.ai/sales-activity/product/detail-product/transfer-product-ownership.md)
- [Note](https://docs.3dolphins.ai/sales-activity/product/detail-product/note.md)
- [Filter and Search Product](https://docs.3dolphins.ai/sales-activity/product/detail-product/filter-and-search-product.md)
- [Configuration Table](https://docs.3dolphins.ai/sales-activity/product/configuration-table.md)
- [Delete Product](https://docs.3dolphins.ai/sales-activity/product/delete-product.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.3dolphins.ai/sales-activity.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
