CRM & Sales

Set up your pipeline

Open CRM from the app grid. The default stages (New → Qualified → Proposition → Won) are a starting point — rename, add, or remove stages by clicking the gear on each column. Keep it to 4–6 stages your team can answer "what does it mean to be here?" about.

Create and qualify leads

Add leads with New, or forward emails to your sales alias to create them automatically. Each card carries the company, contact, expected revenue, and probability.

• Set expected revenue and close date early — the forecast uses them.
• Use tags for segments you'll want to filter later (industry, source, size).

Always schedule the next activity

The discipline that makes CRM work: every open deal should have a scheduled activity. Click the clock icon on a card and pick Call, Email, or Meeting with a due date. Your activity inbox shows today's follow-ups; overdue ones turn red.

Log the conversation

Emails to the customer, calls and texts, and internal notes all land in the chatter at the bottom of the deal. Use Log note for internal context and Send message for customer-visible email.

Win and convert to a quote

Drag the deal to Won, then create a quotation from it — the customer and contact come along. Lost deals get a lost reason, which makes your loss report worth reading at quarter end.

Reports worth checking weekly

• Pipeline by stage — where revenue is sitting.
• Activities — who's keeping up with follow-ups.
• Lost reasons — what's actually killing deals.