A focused pre-sale workspace for lead qualification and commercial proposals.
Record types
The structured data this adds to your pod.
Lead
An early-pipeline prospect — not yet a client, being qualified or nurtured.
- Lifecycle stage
- Assigned user ID
- Source
- ICP score
- Outreach channels
- Last contacted at
- Next action at
- Next action
- +3
Client
An active commercial relationship — created when a deal is won.
- Became client at
- Handoff status
- Handoff destination
- Handoff notes
Deal
- Commercial stage
- Synap fee model
- Synap fixed fee
- Expected client gain
- Synap success fee rate
- Sourced by user ID
- Synap fee amount
- Commission entitlement
- +3
Commission Entitlement
An auditable business-developer commission created from a won deal.
- Source deal ID
- Sourced by user ID
- Deal sequence
- Commission rate (basis points)
- Synap fee basis amount
- Estimated commission amount
- Status
- Earned at
- +2
Campaign
A marketing campaign — email, social, event, content, or partnership
- Status
- Channel
- Goal
- Target Audience
- Start Date
- End Date
- Budget
- Lead Count
- +4
Playbooks
Repeatable runs your agent can start for this project.
- Qualify a CRM leadResearch and qualify one CRM lead, then make the next action explicit without creating a commercial proposal automatically.
- Advance a commercial proposalHelp progress a linked deal without confusing commercial state with the lead pipeline or client conversion.
Automations
- Win and hand offConvert one qualified CRM lead after its proposal is won, record its commission entitlement, and leave a resumable handoff trail.
Relationships
- Deal Crm commission entitlementCommission entitlement
- Person CampaignMember of
- Company CampaignMember of
Builds on
- CRMAdds a lead-first business-development workflow to your CRM workspace.