Elev8 Matrix · ElevateCRM
ElevateCRM
Day-in-the-Life Workflow Guide
Not a screen reference — a walkthrough of what each person actually does in ElevateCRM day to day: where they log in, the order they work, and how each feature is used in their job. Then one deal followed end-to-end, into the hand-off to Labyrinth.
Daily routines are the recommended way to work each role — they reflect each role's purpose and the shipped features, not a system-enforced sequence. The Marketing & AI domain is intentionally out of scope.
Start here
One pipeline, many hands
ElevateCRM runs the revenue motion: capture a lead, work it through the pipeline, win it, and hand the new client to Labyrinth for delivery. Everyone works the same pipeline from a different angle.
| Role | Their job in one line | Lives mostly in |
|---|---|---|
| Sales Rep | Move deals forward and close them. | Leads · Pipeline · Sequences · Activity |
| Manager | Keep the team's pipeline healthy; approve & unblock. | Dashboard · Pipeline · Reports · Approvals |
| Admin | Configure the workspace & keep it running. | Settings · all areas |
| Finance | Work won deals — commercials & commissions. | Closed-Won deals · Reports |
Core role
Sales Rep
🎯 Sales Rep
"Which deals can I move forward today, and which are going cold?"
Logs into the Dashboard, then lives in Leads and Pipeline.
The daily loop
- Scan the dashboard — priority signals, follow-ups due, hot opportunities set the day's focus.
- Work new leads — triage by score, log first contact, qualify or disqualify.
- Advance the pipeline — move deals to the next stage; update value and next step.
- Run outreach — enroll prospects in sequences so follow-ups happen automatically.
- Log activity — record calls/emails/meetings so deal history stays current.
- Push toward close — fill the fields a win needs (final value, payment terms, handoff form).
Leads — triage & qualify
How it's used: the rep opens the highest-scoring new leads first, logs a first touch, and converts qualified ones into deals (which creates the contact/account links).
Pipeline — the rep's home base
How it's used: drag a deal to the next stage as it progresses; stale badges flag deals going cold. The move to Closed-Won is gated — see the end-to-end story.
Sequences — automated follow-up
How it's used: build a cadence once, enroll a prospect, and follow-ups fire on schedule — nothing slips between manual check-ins.
Activity — the deal's memory
Hands off to: the Manager (approvals / unblocking) and, on Closed-Won, to Labyrinth (the new client's delivery contract is created automatically).
Core role
Manager
📊 Manager
"Where is the team's pipeline losing momentum, and what needs my sign-off?"
Logs into the Dashboard, then works Reports, Pipeline and Approvals.
The daily loop
- Read the dashboard — pipeline value, deals won, deals-at-risk at a glance.
- Check reports — conversion, forecast and rep leaderboard to spot stalling stages.
- Clear approvals — action anything waiting on the manager's sign-off.
- Unblock reps — review stalled deals; coach or reassign.
- Override when needed — a manager (or admin) can override a blocked stage move with a reason.
Reports — where momentum is read
How it's used: filter by owner/product/motion to see who's converting and where deals stall, then act on the weak stage.
Approvals — the sign-off queue
Authority note: Manager and Admin are the only roles that can override the pipeline stage gates — with a required reason.
Other role
Admin
⚙️ Admin
"Is the workspace configured correctly and running smoothly?"
Full access; lives in Settings.
- Manage workspace config — branding, timezone, currency, and Sales SLAs (speed-to-lead & cadence windows that drive alerts).
- Manage the team — users, roles, pipelines, integrations, security, webhooks.
- Step in anywhere — Admin can override stage gates like a Manager.
Other role
Finance
💰 Finance
"Which deals are won, and what are the commercials & commissions?"
Works Closed-Won deals and Reports.
- Review newly won deals — final contract value, payment terms, commissions.
- Use Reports for the revenue/forecast view.
Role limitation (by design): Finance users can access Closed-Won deals only and are blocked from moving deals through the pipeline — finance reviews outcomes, it doesn't run the sales motion.
Putting it together
One deal, from first lead to delivery hand-off
1
Lead arrives (Sales Rep). A lead lands in Leads — form, manual, or inbound Nexus. The rep works the highest-scoring first.
2
Qualify → Deal. The rep converts the lead; a deal enters the Pipeline with contact/account attached.
3
Work the pipeline. Advance stages, run Sequences, log Activity. Each stage move quietly notifies leadership intelligence (MAi).
4
Manager checks in. Watches Reports for momentum, clears Approvals, unblocks stalls.
5
Ready to win — the gate. Before Closed-Won the deal needs a final contract value, payment terms, and a complete handoff form. Missing any → blocked (Manager/Admin can override with a reason).
6
Closed-Won. The rep wins (with a win reason). Deal locks; automations fire: delivery owner assigned, kickoff task, finance notified, commission created — and the hand-off to Labyrinth.
7
Hand-off. A delivery contract is created in Labyrinth automatically. The client is now in execution — continue in the Labyrinth Workflow Guide.
Verified live (2026-06-01): a real Closed-Won on the demo tenant produced
labyrinth_light: synced and a contract appeared in Labyrinth — the seam works end to end.