CRM 1.2.0 — Deals, deployments, inside sales

Sales CRM — Release Notes (What’s New)

Diagrams of how inbound, companies, deals, and deployments fit together: Inside-sales flow.

New Features

Deals (Workspace → Deals) — the commercial pipeline now lives separately from the lead. A lead answers “is this worth pursuing?”; a deal answers “how far along is the sale?”. One pharmacy can carry several deals over time, and a lead interested in two products becomes two deals that are won and lost independently.
Three product pipelines, each with its own stage ladder:
- POS — Qualified → Demo → Proposal → Negotiation → Won / Lost
- Dead-stock liquidation — Qualified → Stock data received → Valuation & offer → Offer accepted → Agreement signed → Stock lifted & settled → Won / Lost
- Inventory financing — Qualified → Financials collected → Credit assessment → Limit approved → Agreement signed → Disbursed → Won / Lost
Must-have information per stage — each stage lists the fields needed to enter it, shown as a checklist on the deal before the move is attempted. Must-haves are cumulative, so stages cannot be skipped. A deal can still be marked Lost at any point with only a reason.
Deal line items — POS always carries its own value, including when bundled into a liquidation or financing deal. A bundled deal cannot be won without a priced POS line. Financing limits are recorded as a facility, never counted as revenue.
POS deployments (Workspace → Deployments) — every won deal, whichever product was sold, automatically creates a POS go-live record: Scheduled → Data migration → Installed → Training → Live → Go-live support.
Delivery role — a new DELIVERY user role owns deployments. Delivery users see won deals and drive go-live; they cannot move deal stages. Sales can see deployments in their own scope but cannot drive them.
Lead qualification on the lead ⋯ menu — New, Attempting contact, Contacted, Qualified, Disqualified (with a reason). Set to Converted automatically when a deal is created.
Create deal on the lead ⋯ menu — convert a qualified lead into a deal for one product.

Improvements

Won and Lost stages added to both campaigns. Neither live campaign previously had them, so no lead could be closed — every deal outcome report was empty by construction.
Visits are now activities — each carries a type (Call, WhatsApp, Meeting, Visit, Other) and can be linked to a specific deal. Existing visits are recorded as VISIT.
Field-sales surfaces parked. While the team runs inside sales, Journey plan and Area lists are hidden behind NEXT_PUBLIC_FIELD_SALES_ENABLED. Nothing is deleted — journey plans, area lists, territory rules, and all visit history remain intact. Set the flag to true to bring the field motion back.

Bug Fixes

80 leads were invisible to the open-deal filter. They carried a status category (ASSIGNED) that was not a valid category and not present in any campaign’s configuration, so they were silently excluded from Deal-status filters on both Leads and Reports. The stage is now configured properly and the leads are back in scope.

Known Issues

Dashboard and Reports still read the lead’s stage, not the new deal pipeline. Deal-based reporting arrives in a later release; existing reports are unchanged and continue to work.
Companies and Contacts now exist (licence, else phone). The same pharmacy can appear on more than one campaign as separate leads, all pointing at one company. See Inside-sales flow.