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CRM & Operations

Work with qualified leads and pipeline deals.

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Common Problems

2
CRM & OperationsGuideVerified 2026-09-23Review Leads and QualificationFilter leads, review qualification signals, assign owners, change stage, and open linked conversations.CRM & OperationsGuideVerified 2026-09-23Manage Pipeline DealsCreate and manage deals linked to existing CRM contacts and pipeline stages.

Troubleshooting

4
CRM & OperationsTroubleshootingVerified 2026-09-24A lead is not visible in LeadsUse tenant, filters, stage, source, assignee, and qualification context before calling a lead missing.CRM & OperationsTroubleshootingVerified 2026-09-24Lead qualification or rescore looks incorrectReview the lead detail and qualification signals; requesting a rescore does not prove a provider change.CRM & OperationsTroubleshootingVerified 2026-09-24A Pipeline deal is missing or cannot be createdPipeline deals require a verified CRM contact, stage, and role-appropriate action access.CRM & OperationsTroubleshootingVerified 2026-09-24Contact, Lead, and Deal are different CRM recordsUse the verified Leads and Pipeline workflows without claiming a standalone Contacts page.

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