CRM

Pipeline

Create an account, add a contact, and move an opportunity through one tenant-scoped pipeline.

Entitlement: CRM GrowthOwner: admin@example.testFlow: Account to opportunity
Accounts2
Contacts2
Opportunities2

Create opportunity

Qualified

AED 12,000
Warehouse rolloutGulf LogisticsMaya Haddad
AED 12,000v1

Proposal

AED 18,500
Service desk renewalNorth Star TradingOmar Faris
AED 18,500v3

Won

AED 0

No opportunities