One record, four jobs
Priya set up the pipeline, the stage probabilities and the quarterly target in an afternoon and has barely touched configuration since. Sofia owns the three capture forms on the website. Daniel lives on the pipeline board. Marcus never opens the board at all — he reads the weekly report link, and it is already right.
Sofia → Capture formsDaniel → Pipeline board, dailyPriya → Forecast & targetsMarcus → Weekly report, read-only
Sofia, Marketing
Runs a lead form, a gated whitepaper and a webinar sign-up. Each one routes to its own pipeline and owner, with the source kept on the contact.
Daniel, Account Executive
Works cards across stages, adds line items, sends the proposal, and clears the follow-ups the dashboard says are due.
Priya, Sales Lead
Watches pace against the quarterly target, checks deals at risk, and reassigns owners when someone's board gets too full.
Marcus, Finance — no seat
Opens a secure, read-only weekly report link. He reviews pipeline value and win rate, then exports won deals to CSV for accounting. Co-founders and investors use the same link. He has never needed a paid CRM seat, and he cannot edit a deal.