#CRM

CRM is the front of the funnel: people who might buy (leads), opportunities worth money (deals), and the calls, emails and meetings that move them (activities). When a deal is won it hands over to Selling — a quotation for a customer who already exists.

#Leads

A lead is a name that might become a customer: company name, contact name, email and phone, source (website, referral, exhibition, cold call — yours to define), an owner, a score if you rate them, notes.

Convert creates the customer record in one step and, if you want, a deal — the lead keeps its history and links to both. A customer made this way keeps its books in your company's currency. Unassigned leads sit in a shared pool until someone takes them.

A lead is a page. Click a lead to open it as its own page: its score, a status bar (New, Contacted, Qualified, Converted, with Lost apart), its activity, reminders and files, and its details, which save as you leave each field. Choosing Converted opens Convert to deal, so a lead only becomes converted when its deal is made; afterwards the lead shows Its deal.

Web form. Leads → Web form gives your company its own enquiry form: share its link, or paste its one line of code into your website. A visitor leaves their name, an email or phone, their company and a message; it arrives as a New lead (source Website form), and the person you choose gets a Reply to … task on Home. Spam is kept out quietly. Switch Accepting enquiries off to close the form; the panel also shows how many enquiries came in.

#Deals

A deal is an opportunity with a name, a customer, a value, an expected close date, a probability, an owner, a stage, and a next step — the one sentence that says what happens next and when. Stages are the columns of your pipeline; the defaults run from first contact to proposal to negotiation, and you can rename or add stages to match how you sell.

Four ways to look at the same deals:

• Board — a column per stage; drag a card to move it. A thin line of segments beside each stage shows how far along the pipeline it sits.
• Table — your deals in groups: Group by Stage, Owner, Close month or None. Each group shows its count, total and weighted value, opens and closes with a click (Tamra remembers which), and ends with + Add deal, pre-filled for that group. Drag a deal onto another group to change its stage (with that stage's probability) or its owner. Cells read as plain text; hover a row to edit value, probability, close date, owner or stage in place. Sort by any column (Shift-click for a second level), drag columns to reorder, select rows for bulk changes.
• Timeline — deals laid along their expected-close dates.
• Calendar — the same by month.
• Forecast — what is open, weighted and won this quarter, and what is past its close date; a chart by month (won, weighted, best case) for the next 3, 6 or 12 months; by month or by owner, with each row opening to its deals.

Won and Lost are the two ends; a won deal offers to create the quotation there and then. The owner's note says the outcome first — Deal won: …, Deal lost: …, Deal moved: … — and money is always labelled in the currency it is in. The dashboard shows the pipeline by stage, weighted value (value × probability), what's expected to close this month, and Won (lifetime) per customer.

A deal is a page. Click any deal to open it as its own page. At the top: the deal's name (click to change it), the customer and owner, and the value with its weighted value and close date. Below, a bar of your stages: click one to move the deal there. The main card holds the deal's Activity (log calls, meetings, emails and tasks with + Add activity), Notes, Files and Reminders; the side cards hold the Details and the Customer. Changes save as you go: leave a field and it is saved, with a quiet Saved beside the title. Create quotation and Create sales order are at the top right — made in the customer's own currency when they have one, at that day's rate; Delete deal is under ⋯. A new deal opens the same page with its name ready to type: press Create deal (or ⌘/Ctrl + Enter).

Updates. The deal's Updates tab is the team's conversation about it, newest first. Type @ to mention a teammate: they hear about it on their bell, and the notification opens the deal. Press ⌘/Ctrl + Enter to post. You can edit or delete your own updates; edited ones say so.

Activities are tasks too. When you plan a call, meeting, email or task on a deal or a lead, it also lands in the task list of the person it belongs to: on Home (it reads, for example, Call · Annual stationery supply), in the Calendar and in the bell at 9:00. Tick it done on Home and the deal shows it done; reschedule it on the deal and the task moves. Click it on Home to open the deal.

The deal's documents. Create quotation and Create sales order start a draft that remembers the deal and open it in the editor; each needs the right to create (or edit) quotations or sales orders, and says so when your role hasn't it. Orders made from that quotation, and invoices made from those orders, keep the link, so the deal's Documents card always lists them, with their status and amount. The Customer card shows what the customer owes, what is overdue, and their credit limit.

Your own fields. On any deal or lead page, Add a field (under the details) adds a field of your own: text, number, date, dropdown, checkbox, or a teammate. It then appears on every deal (or lead) and saves as you go. In the same panel you can rename a field, edit a dropdown's options, hide a field you no longer need (hidden fields keep their values), or delete it for good, values and all.

In Deals → Table, each of your fields is a column of its own (sort it, or drag it where you like), and the search box looks inside your fields too. The + at the end of the header row adds a new field. In Leads, your lead fields are columns too: the + at the end of the header row adds one, and you can drag any column's header to move it.

Rules. Deals → Rules holds three switches, each off until you turn it on: remind a deal's owner when the deal has been quiet for a number of days you choose; nudge the owner when an open deal passes its close date; and share new leads out in turn among the people you tick. The reminders arrive as tasks on Home, in the Calendar and on the bell, and nobody is reminded twice about the same thing. The rules are checked while someone in the company has Tamra open, every few minutes; each acts at most every half hour.

The Deals table works like every list in Tamra: Views saves a layout, the ⚙ menu shows, hides and orders columns, groups (Stage, Owner, Close month…) and exports; drag a header to move a column. It starts grouped by stage, each group with its stage line and weighted value and a + Add deal at the end; drag a deal onto another group to move it. Shift-click a second header to sort by two columns, and tick deals to move several to a stage or give them an owner at once.

Pipelines. If you sell in different ways, give each its own pipeline: Deals → the pipeline menu → Manage pipelines… adds one (it starts with the standard stages) and lets you rename it and edit its stages. The menu then switches between them; the board shows one at a time, the table and forecast one or all. A deal moves only through its own pipeline's stages, and its page can move it to another pipeline.

Insights. Deals → Insights turns the pipeline into answers for the period you choose: the win rate, the time from first contact to won, the average deal; where open deals wait too long (the longest-waiting deal opens on a click); which lead sources turn into money; each person's numbers; and why deals are lost.

Stages that move themselves. When a quotation made from a deal is sent, the deal moves to your Proposal stage (if you have one); when the customer confirms it, a sales order is confirmed, or an invoice is issued, the deal is Won. Deals only ever move forward, won and lost deals stay put, and a move you make by hand always stands. Each automatic move leaves a note on the deal saying why.

Colour means something. Open stages are neutral — where a deal stands is shown by position, the line of segments. Won deals show in green, lost ones in red, and a close date turns red only when an open deal is overdue (a won or lost deal is never overdue).

#Activities

Every touch with a lead or deal is an activity: a call, email, meeting, note, or task, with a date and an owner. Open activities are the day's to-do — Today, This week, Overdue — across all your deals; marking one done and setting the next step is the daily rhythm that keeps a pipeline honest. Emails sent from Tamra to a contact appear here automatically.

#Contacts

The people at customers and leads — names, roles, emails, phones — shared with the partner record, so the person you quoted is the person the invoice goes to.

A customer is a page. Click a customer in Contacts to open their page: what they owe (overdue in red), a sentence with their open deals, what was won this year and their credit limit (kept in the customer's own currency), then their Deals, the Activity on those deals, their Documents and how to reach them. A deal opens right there (Back returns to the customer); New deal starts one already made out to them; Edit customer opens their record.

#Common questions

Lead or deal? A lead is a who; a deal is a what for how much. One lead can become several deals over time.

Can I skip leads? Yes. Create the customer and the deal directly; leads earn their keep when many enquiries arrive and someone has to qualify them.

Where do won deals go? To Selling — the quotation carries the deal's reference, and the deal shows the quotation, order and invoice it led to under TRACE.

Probability — who sets it? The stage suggests it; the owner can override per deal. Weighted pipeline uses whatever is on the deal.

#If something goes wrong

• A deal is missing from the board → it's won, lost, or filtered by owner. Switch the filter to All.
• Convert lead refuses → no company name, or a customer with that name already exists — pick it instead of creating a duplicate.
• Activities show overdue for deals I closed → close the activities too; won or lost doesn't cancel them.