Deal
The deal
if they are not listed.
People are added on the account.
Publishing a linked proposal adds an Accept step, moves the deal to Proposal sent, and every open lands here.
Account
The account
Mail from anyone at this domain files here.
New lead
A person and their company, not yet qualified.
New contact
A person at an account you already have.
Task
Something to do, by a date, for someone.
Project
The job that starts when a deal is won.
Meeting
On the calendar, on the timeline.
Send for signature
They get a link, read the document, type their name and tick a box. Time, name and a fingerprint of the file are recorded. Both of you get a copy.
Log an activity
A call, a meeting or a note, against a deal or an account.