Turn on features
Every feature of a new tenant starts off. The tenant owner or an admin turns each feature on under Settings → Features. A switch takes effect immediately; there is no save button.
While a feature is off:
- its integration is not listed under Settings → Integrations,
- its pages are not in the sidebar, and opening one shows a Feature disabled notice,
- its scheduled work (the daily pipeline sync, the APN sync, Slack alerts) does not run, and
- its API routes and AI-assistant (MCP) tools refuse the request.
The Settings pages always stay in the sidebar, so you can always reach Settings → Features.
The features
The Features page groups the features into three sections.
| Section | Feature | What it turns on | Needs |
|---|---|---|---|
| Sales Manager | HubSpot | The HubSpot connection, the pipeline pages and the HubSpot card | — |
| Sales Manager | AI agent | The daily pipeline sync and the AI analysis of each deal | HubSpot |
| Sales Manager | Win/Loss analysis | The Win / Loss page: win themes, loss reasons and trends | HubSpot |
| Sales Manager | Goals | Revenue and deal-count targets, and the Goals attainment page | HubSpot |
| APN | APN connector | Sync with AWS Partner Central, deal matching, templates and the APN parts of the card | HubSpot |
| APN | AWS Marketplace connector | Private offers from the HubSpot card and the Marketplace page | HubSpot |
| System | Slack | Overdue-deal alerts and the Monday digest in Slack | — |
| System | MCP server | Access for AI assistants such as Claude | — |
The daily pipeline sync runs only when AI agent or Goals is on. With only HubSpot on, you can still start a sync by hand with Sync pipeline on Apps → HubSpot → Overview.
Dependencies
Turning on a feature that needs HubSpot also turns HubSpot on, and the Features page says so. You cannot turn HubSpot off while a feature that needs it is on: turn those features off first.