Sales

Sales at /sales is the pipeline home: the workspace around deal work. The deal rows themselves live one level down at Sales deals (/sales/deals); deal types with their workflows and pipelines are configured under Deal types. Company-child sites anchor where the work lands.

• Totals headline the workspace: deal count, pipeline value, and open deals. Totals summarize; the rows behind them decide.
• Three cards split the workspace: Sales Overview (command center and activity feed), Deals (pipeline and deal management, opening /sales/deals), and Products (product catalog and pricing).
• Work deals where they live. Pipeline conversation in side channels drifts from the record within a week; the workspace is what the next person reads.

• Buying-role labels belong on the deal, not in someone’s head. Champion, Decision Maker, and the rest are defined under Persona Roles.
• Companies and Contacts behind the deals carry their own saved views and org defaults under Table Views. Set defaults for the lists the team opens daily.
• Stage movement means the deal actually moved. Status theater confuses forecasting the same way it confuses delivery.

What next

• Sales deals: the deal rows at /sales/deals.
• Sites: the company-child locations behind the CRM record.
• Quotes: the sale paperwork gated per deal type.
• Automations: the automation workflows behind sales follow-through.
• Deal types: the deal-type hub with workflows and pipelines behind the rows.
• Persona Roles: the buying-role labels on each deal.