0
Clients
0
Leads
0
In progress
0
Deals
0
Active tasks
0
Deal sum
0
Team
Deals by stage
Amount by stage
Recent clients
| Name | Company | Contacts |
|---|
Lead
Negotiation
Deal
Done
| Name | Role | Permissions |
|---|
Roles
- Admin — full access: clients, deals, tasks, team.
- Manager — create and edit clients, deals, tasks. No team section.
- Viewer — view-only for clients, deals, tasks.