Manuals & guides
Full self-contained manuals for the CRM.
ElevateCRM User Manual
End-to-end guide to every module, illustrated.
Sales Workflow Guide
How the lead → deal → close motion runs day to day.
CRM ↔ Labyrinth Integration
Roles, handoff, and the ecosystem fabric.
Release Notes & Changelog
What shipped, newest first — from the source history.
Sales Workflow build — walkthrough
A ~1-minute narrated pass (on-screen captions) through the new surfaces, recorded against the live app — including logging an activity end-to-end.
What shipped against Sebastian Lorenz's Sales Workflow & Build Specification. Verified: 74 backend tests + automated browser checks.
Per-role KPI funnel + 3× coverage §7
Each role lands on its own funnel and operating question. Sales/SDR see their own records; managers/finance see the team. Weighted forecast with the 3× coverage rule.
Typeahead lookups — link, don't duplicate §1
Every association is a search-and-select against existing records, never free text. Duplicate detection on email + phone (Contacts/Leads), name + domain (Accounts).
Contact → Account: link an existing account.
New deal: Account + Primary Contact typeahead.
Pipeline + server-side stage gates §4
SPICED is a hard gate before Deep Dive; no single-threaded deal reaches demo (≥2 Contact Roles); backward moves require a reason. Non-critical gates warn (soft) by default.
Pipeline board.
SPICED — hard gate before Deep Dive.
Polymorphic activity logging + rollup §5
Log a call/email/meeting/note/social against the deal, with an inline "schedule the follow-up." An Account rolls up its contacts' and deals' activity; logging a completed demo is AE-only.
Lead lifecycle & conversion §2–§3
Intake (manual / CSV / inbound form / Apollo push), qualification gates (Product/Track + Situation), convert with create-or-link Account + Contact and an optional opportunity. SDRs convert but never own, advance, demo, or close — converted opportunities go to an AE.
