Requires modules: None
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Before you begin
- Agree pipeline stage names and when an opportunity moves between them.
- Prepare a small set of sample accounts—not live customer exports unless policy allows.
- Identify who owns lead qualification versus closing.
Setup steps
- Open CRM.
- Create practice accounts, contacts, and one opportunity.
- Log calls or meetings on sample records to rehearse activity history.
- Limit pilot users to one team until the pipeline looks correct.
Day-to-day use
- Update opportunity stage and next step after customer touchpoints.
- Log activities the same day when possible.
- Use search and filters to manage your assigned pipeline.
Limitations and important notes
- The catalog marks this module as Beta. Review advanced workflows carefully before critical use.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
