Your CRM workspace is configured specifically for your business. This guide covers the basics of navigating it and understanding how data flows.
Accessing your workspace
Your workspace is at the URL provided in your onboarding email. Use the credentials supplied by Octmark. If you need to reset your password, use the "Forgot password" link on the login page, do not contact Octmark support for password resets.
Understanding pipeline stages
Your pipeline has been configured to match your actual sales process. The stages you see are not generic, they reflect the specific decisions and handoffs in your workflow.
Move a deal to the next stage only when the stage criteria are met, not when you feel optimistic about it. The pipeline report is only useful if stage assignments are accurate.
Logging activity
Every significant client interaction should be logged: calls, meetings, emails, proposals. Use the activity log attached to each deal, not the notes field.
The activity log feeds the reporting layer. Notes are for you. Activity logs are for the system.
Where to go next
- Understanding your data architecture, how fields and relationships are structured
- Contact your Octmark account lead if you need a field added or a stage modified