CRM Module#

Pipeline stages#

The default pipeline stages are:

1. Prospect
2. Initial Meeting
3. Technical Meeting
4. Proposal
5. In Negotiation

Deals are then resolved into one of three outcomes — Won, Lost, or Unqualified — rather than living as ongoing stages. You can customize the stages on the Pipeline Settings page.

Resolving a deal (Won / Lost / Unqualified)#

On the board view, when you start dragging a deal card a resolution drop zone appears at the right edge with three targets:

• Won (trophy)
• Lost
• Unqualified

Drop the deal onto a target to resolve it. A dialog then asks for an optional Reason:

• Deal Won – "What helped close this deal?"
• Deal Lost – "What was the reason for losing this deal?"
• Mark as Unqualified – "Why is this being marked as unqualified?"

Confirm to record the outcome. Resolved deals move to the Resolved Deals page.

Deal details#

Click a deal to open the Deal dialog. It has these tabs:

• Overview – Stage, win probability, deal type, deal source, financial figures (Total Contract, Monthly Recurring Revenue, Approved Budget Contract, Implementation Fee), people, and dates
• Notes
• Attachments
• Proposals
• Activity – A timeline of changes to the deal

From the dialog you can Edit the deal, and — when the deal is in Proposal, In Negotiation, or Won — Convert to Project (see Converting a deal below).

Deal Types#

CRM → Settings → Deal Types lets you create the categories used to classify deals (each has a Type Name). A deal type can also carry Pricing Tiers (see below), shown on a separate tab of the deal type's detail page.

Deal Sources#

CRM → Settings → Deal Sources lets you record where deals originate (each has a Source Name).

Pricing Tiers#

A deal type can have one or more pricing tiers. Each tier defines standard figures — Approved Budget, Monthly Recurring Revenue, Implementation Fee, Total Contract — plus an optional Max Discount % and guidance notes. When you pick a tier on a deal, those standard figures auto-fill the deal and the form flags any variance from the standard. If a discount exceeds the tier's Max Discount %, the deal is flagged as requiring manager approval.

Relationship Owners#

CRM → Settings → Relationship Owners lists the team members responsible for customer relationships. Click Assign Owners to select accounts to assign as relationship owners. Owners can be archived or activated from their detail page.

Creating a deal#

1. Go to CRM → Deals.
2. Click the New Deal button (top right). On the board view you can also click the add button on a specific stage column to start the deal in that stage.
3. Fill in the deal form:
   • Deal Name (required)
   • Deal Type – select an existing type, or type a new name to create one on the fly
   • Deal Source – select an existing source, or create one on the fly
   • Pricing Tier – shown only when the chosen deal type has tiers; selecting one auto-fills the financial figures
   • Stage
   • Relationship Owner
   • Close Date (required)
   • Target Close Date
   • Win Probability (%) – defaults to 50
   • Approved Budget Contract, Monthly Recurring Revenue, Implementation Fee, Total Contract
   • Description
4. Click Create Deal to save. (When editing an existing deal the button reads Save Changes.)

Creating a company#

1. Go to CRM → Companies.
2. Click Add Company.
3. Enter the Company Name (required), and optionally Employees and Deals counts.
4. Click Create Company.

Creating a contact#

1. Go to CRM → Contacts.
2. Click Add Contact.
3. Enter the Full Name (required), Email (required, must be a valid email), Phone, Job Title, and Company (required).
4. Save the contact.

Converting a deal to a project or engagement#

1. Open a deal that is in the Proposal, In Negotiation, or Won stage.
2. Click Convert to Project in the deal dialog.
3. Choose the target — Project or Engagement.
4. Provide the Name (pre-filled from the deal), Code, Budget (pre-filled for projects), and the start and end dates (labeled Start Date / End Date for a project, or Contract Start / Contract End for an engagement). Name, Code, and both dates are required.
5. Click Convert.

Importing deals from a spreadsheet#

1. Go to CRM → Settings → Import Deals.
2. Follow the four-step wizard:
   • Upload File – Download the template if needed, then drag-and-drop or browse for your .xlsx, .xls, or .csv file and click Upload & Validate. Exported Google Sheets CRM files are also supported — headers like "Opportunity", "MRR", "Probability" (A/B/C), and "Closing Date" are auto-detected.
   • Validate – Review the row-by-row results (Total Rows, Valid, Errors, Warnings) and fix any flagged rows.
   • Process – Import the approved rows.
   • Complete – Confirmation summary.

Customizing pipeline stages#

1. Open CRM → Deals in board view and click the gear icon next to the view toggle (this opens Pipeline Settings).
2. Click Add Stage, then set a Stage Name, Stage Key, and Color.
3. Save. A stage can only be deleted after its deals have been moved to another stage.