CRM contacts, companies, deals, and pipeline

Contacts#

Use CRM contacts for the workspace book. Search, import, inspect details, and use approved custom fields. Keep the suppression list and outreach Kontact rules in place when the same person enters a Kampaign.

Companies#

A company groups its linked contacts and open pipeline value. Add the domain and industry when known, then open the company for its related records.

Deals#

1. Create a deal and link the right contact and company.
2. Set its value and starting stage.
3. Move it between open stages as real work progresses.
4. Drop it on Won or Lost only when that outcome happened. Abandoned deals stay recoverable.
5. Use custom fields, search, and sort to keep the board useful.

Pipeline settings#

Workspace admins can add, rename, reorder, and remove stages and mark their outcome as open, won, lost, or abandoned. A stage that still has deals asks where to move them before deletion.