CRM

Leads & Sales Pipeline

Use your company Google account,
the same one as ServTrack and My Pay.

No access

Your account does not have administrator access to the CRM. Sales rep access is coming soon.

CRM

My Pay ↗ Operations ↗

Pipeline

Leads Inti Water

Show Won / Lost

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CRM

Contacts

Name	Phone	Email	Source	Opportunities
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CRM

Settings

Pipeline Stages

Rename, recolor, reorder (▲/▼), add or remove stages. Stages with opportunities can't be removed until they're empty.

Opportunity Fields

Custom fields shown on every opportunity. Removing a field hides it (saved values are kept).

Dropdown options (comma separated)