XR Workout Custom CRM
par Ali Rashidy
1. Contacts
1.1. Organization
1.2. Meetings
2. Meetings
2.1. Contacts
2.2. Organization
3. Organizations
3.1. Contacts
3.2. Meetings
3.3. Projects
4. Projects
4.1. Organization
4.2. Tasks
5. General questions
6. The Process
6.1. Adding a new contact
6.1.1. Add it's organization details
6.1.1.1. Meeting with a contact
6.1.1.1.1. Add tasks based on the meeting
7. The Pipeline
7.1. Talking Stages
7.1.1. Term sent
7.1.1.1. Negotiation Stages
7.1.1.1.1. Commitment Locked