CRM pipeline and organisation stages

The CRM keeps the organisation table, pipeline board, and dashboard aligned around the same organisation stages.

Pipeline stages

• Use Pipeline Stages to add, edit, remove, or reorder the stages available to your team.
• A stage is removed only when it has no organisations.
• If adding, editing, or reordering a stage fails, the editor remains open or the previous order is restored so you can retry.

Won and lost outcomes

• Annual contract signed contributes to the Closed won dashboard outcome.
• Legacy annual-agreement records are included with the same won outcome.
• Deal lost contributes to Closed lost.
• Demo Done on the dashboard counts organisations that are in the Demo Done stage and have a deal amount saved (MRR/ARR or deal size). Completing a demo without saving deal details does not add to this tile.
• POC stage and POC completed are separate dashboard tiles for organisations in those stages.
• Demo Done (with deal) remains separate from Closed won — a finalized deal amount after demo is not the same as a signed annual contract.

Organisation filters and bulk selection

The organisation table and pipeline support search, assignment, stage, activity, date, and stage-age filters. Stage filters include Demo Done (with deal), POC stage, POC completed, Closed won, and Closed lost.

When you select every organisation in a filtered view, bulk assignment keeps the same filters. For example, selecting all in the junk-only view does not include organisations outside that view.

Creating and importing organisations

• Create organisation includes optional Assignee and Remark fields. If assignee is empty, you are assigned by default.
• Bulk import accepts optional Assignee email and Remark columns (also remarks, note, or notes). Assignee email must be a FireAI teammate email.
• Assignment and remark are saved when the organisation is created. If an assignee email does not match a user, that row fails and can be fixed and re-imported.

Loading errors

If the organisation table, agenda, task tracker, pipeline, or dashboard summary cannot load, CRM shows a retry action instead of treating the request as an empty result.