Getting started with contacts and deals
The CRM side: who you are to us, and what we are working on winning for you.
Every person on your account has a contact record — name, email, role — linked to their tickets, invoices, and deals. You never need to re-introduce yourself; history follows the person. See Managing your contacts.
When we scope something new for you, it can run through a pipeline: New → Qualified → Proposal → Won. Each deal itemizes what is being quoted so proposal and invoice always agree. See Product guide: deals and pipelines.
Honestly: not much. We maintain the records. Your part is naming your contacts (at least two), flagging who approves spend, and correcting anything you see that is wrong — a one-line ticket fixes it.
Related: Requesting work from your pool.
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