Engage
Engage is the CRM-leaning area of the desk: people, companies, journeys, and exchange (transactions or hand-offs, depending on configuration).
Desk entry points
| Area | Typical route | Purpose |
|---|---|---|
| Engage hub | /dxp/engage | Overview and navigation into sub-areas. |
| People | /dxp/engage/people | Contacts, mailbox email activity, and inbound Convert to order (payment link). |
| Companies | /dxp/engage/people/companies | Accounts / organisations you sell to or support. |
| Journeys | /dxp/engage/journeys | Funnels, stages, and automation hooks (DXP scope). |
| Exchange | /dxp/engage/exchange | Orders, quotes, or pipeline exchange surfaces (as wired). |
| Accounting | /dxp/accounting/chart (and related) | Chart, journals, trial balance when the ledger module is enabled. |
| Ledger travel | Ledger travel on accounting / products toolbars | As-of trial balance, journals, and stock for audit (module-gated). |
Concepts
- Person — An individual record (email, name, tags). May link to member accounts when your Space runs a member portal.
- Company — A B2B account or household grouping for people.
- Journey — A defined path (stages, goals) used to track progress; DXP UIs may be read-heavy until automation ships.
- Exchange — Operational view of “what moved” between you and the customer (orders, bookings, etc., depending on modules).
Permissions
Engage screens honour the same staff grants as Create. If you can sign in but Engage is empty or 403, your role may be Space-limited—ask an Owner to confirm grants.
In this module
- People and CRM — day-to-day contact handling.
- Journeys — stages and monitoring.
- Exchange — operational exchange surfaces.
- Accounting — chart, journals, and trial balance (module-gated).
- Ledger travel — view ledgers and stock at a past UTC instant.
Related
- Observe — signals and webhooks that reflect Engage outcomes.
- Start — workspace and access troubleshooting.