Leads and Deals
Who this is for
Section titled “Who this is for”Users with the relevant leads or deals permission. Creating, editing, and managing records each require their own action; own scope can further restrict the records you can work with.
Before you start
Section titled “Before you start”Confirm whether the work begins as a lead or an existing deal. Link an organization, contact, or owner when you have reliable context rather than creating duplicate records.
- Open Leads to qualify inbound demand, record the next step, and connect known organizations or contacts.
- Open Deals when the opportunity should move through a pipeline. Use the stage controls and the record’s readiness context to advance eligible work.
- Keep the deal’s owner, pipeline stage, value, and next action current on the source record.
- Use Reports to inspect a permitted pipeline view rather than treating a summary card as final evidence.
What happens next
Section titled “What happens next”Related tasks, campaigns, contracts, invoices, and activity should be attached through their source records. A stage change is a recorded CRM state; it does not by itself prove a contract, payment, or delivery outcome.
Troubleshooting
Section titled “Troubleshooting”- Cannot open or edit a record: check module action and owner scope.
- Need to create a new record: use only the action exposed by the application; creation may be permission-gated even when the list is visible.
- Need account context: continue with Contacts and organizations.