📍 Navigating to the CRM Module
From the left navigation bar, click on CRM. You’ll see three sections:
Contacts – Manage individuals you interact with.
Accounts – Manage client organizations.
Opportunities – Track business deals and revenue potential.
👤 Contacts
What are Contacts?
Contacts represent people you are working with or trying to connect with at client organizations.
Contact Listing Screen
The Contacts page displays all added contacts in a table. The top pipeline view lets you track where each contact is in the relationship cycle:
New
Contacted
Engaged
Needs Analysis
Qualified
Opportunity
Negotiation
Closed-Won
Lost/Disqualified
✅ Clicking a stage filters the list below to only show contacts in that stage.
Each row shows:
Name, Title, Email, Phone
Account Name
Owner
Stage (inline editable)
Created/Last Updated Dates
✏️ You can also inline edit the contact’s stage directly in the listing by selecting a new stage from the dropdown.
🔍 Click the contact name to open and edit the full record.
How to Add a Contact
Go to CRM > Contacts.
Click Add Contact.
Enter required fields:
First Name, Last Name
Title
Email, Mobile
Owner
Optional fields:
LinkedIn URL
Telephone
Account Name (select existing or add new)
Address
Click Save.
Contacts will then be visible in the pipeline and searchable by name.
🏢 Accounts
What are Accounts?
Accounts represent companies or organizations you work with. You can associate multiple contacts and opportunities with a single account.
📄 Account Listing Screen
Each account row includes:
Account Name (clickable)
Industry (inline editable)
Size (inline editable)
Owner
Source (inline editable)
Created/Updated Dates
✅ You can inline edit industry, size, and source directly from the listing screen.
✏️ Click the account name to open and edit full details.
How to Add an Account
Go to CRM > Accounts.
Click Add Account.
Fill in:
Account Name (required)
Website, Industry, Phone
Size, Revenue, Employees
Source and Owner
Address
Click Save.
Accounts are centrally connected to your CRM activity, helping you organize deals and people by company.
💼 Opportunities
What are Opportunities?
Opportunities track potential deals or job orders in progress. They include pipeline visibility, revenue tracking, and qualification frameworks.
Opportunity Listing Screen
The Opportunities page includes:
A pipeline stage tracker at the top:
New → Contacted → Engaged → Needs Analysis → Qualified → Opportunity → Negotiation → Closed-Won → Lost/Disqualified
A full table of active opportunities showing:
Column | Description |
Name | Auto-generated from Account Name. |
Account Name | The associated client (clickable). |
Contacts | Linked contacts (hover to view full details). |
Type | Type of business (e.g. New Business, Expansion). |
Hiring Needs | Staffing requirement (e.g. Urgent Hire, Seasonal Hire). |
Probability | Likelihood of deal closing (e.g. 10%, 40%, 70%). |
Revenue | Expected revenue from the opportunity (currency formatted). |
Expected Close Date | Date you expect the deal to close. |
Stage | Sales stage (e.g. New, Qualified, Opportunity). |
Age | Number of days since the opportunity was created. |
Created Date | Date and owner who created the opportunity. |
Last Updated | Most recent update timestamp. |
✅ Click a stage on the pipeline to filter the table view below.
You can also inline edit fields like Revenue, Close Date, and Stage.
How to Add an Opportunity
Go to CRM > Opportunities.
Click Add Opportunity.
Fill in core details:
Opportunity Name
Account (linked from CRM)
Contacts (linked from CRM)
Type, Hiring Needs
Probability, Expected Close Date
Revenue, Address, Source
📊 Qualification Frameworks
BANT
Used for early-stage qualification:
Budget – What is the available budget?
Authority – Who makes the decision?
Need – What specific need are we addressing?
Timing – When is the deal expected to close?
MEDDPIC
Used for deeper sales qualification:
Metrics – What measurable impact are we driving?
Economic Buyer – Who is the final decision maker?
Decision Criteria – What matters to the client?
Decision Process – Steps to get a yes
Paper Process – Legal/contract process
Identify Pain – What challenge are we solving?
Champion – Who’s advocating internally?
Competition – Are there competitors?
❌ Close Lost Remarks (Optional)
If an opportunity is Lost or Disqualified, add remarks to capture the reason for future reference and reporting.
✅ Save the Opportunity
Click Save
Once saved:
The opportunity appears in the pipeline view
It is listed in the Opportunities table for tracking and inline updates
✅ CRM Workflow Best Practice
Start with creating or identifying an Account.
Add Contacts associated with that company.
Create Opportunities to track active deals and hiring needs.
Use pipeline stages and MEDDPIC inputs to monitor progress and improve win rates.
💡 FAQs
Can I move records through stages manually?
Yes. Both Contacts and Opportunities support manual stage updates via dropdowns in the listing screen.
Can I track revenue from Opportunities?
Yes. The Opportunities listing shows total revenue, and each opportunity includes a field for deal value.
Is MEDDPIC required?
No, it's optional but strongly recommended for consistent deal qualification.