CRM
Leads, contacts, companies, tasks, and data import.
CRM: OverviewWhat the CRM is, the record types, how it relates to the Deal Flow Controller, navigation map.Navigating the CRM: Tabs, Tables & FiltersThe four tabs, search, filter chips, sorting, the Columns picker, the Activity feed.Creating CRM Records: Leads, Contacts, Companies & TasksManual create flows, inline related‑record creation, tasks, editing/deleting.Importing Data into the CRMThe 4‑step import flow, custom fields, recommended order, session linking, gotchas.Salesforce CSV Import: Field Mapping ReferenceExact column → field mappings for Accounts / Contacts / Leads / Opportunities.Principals, Contacts & Companies: How CRM Connects to DealsA platform account created from a Contact or Company. Yes. It can be used as a buyer or seller in the Deal Flow Controller.