Presales tab — environments linked to an account
Every environment can be linked to a CRM Account, keeping lab activity alongside your sales history.
To view environments on an account:
1. Open any Account → Presales tab
2. The "Lab Environments" section lists all environments linked to that account, with status, OCP version, launch date, and customer email
To launch from an account:
1. In the Presales tab → click "+ Launch Environment"
2. The Launch form opens pre-filled with that account
3. The customer picker shows contacts already on that account
The account picker in the Launch form is a live search — type to filter and click to select.