Flowlu CRM

Accounts (companies), leads, pipelines, stages. Pipeline + stage required for leads.

Data Model

• Accounts — companies.
• Leads — require pipeline_id, stage_id.
• Pipelines — sales funnel.
• Stages — per pipeline. Kanban columns.
• Reference — industry, source, loss reason.
• Contact — emails, phones, lead followers.

Gotchas

• Pipeline before leads: Create pipeline and stages before leads.
• Stage ID: Each pipeline has its own stages.
• Account vs lead: Account = company; lead = opportunity. Lead can link to account.