Pipeline Tab

The Pipeline tab displays your deal flow as a kanban board, allowing you to visualize and manage companies through different stages.

Working with the Kanban Board

• View Companies: Each card represents a company. Click on a card to view detailed information.
• Move Companies: Drag and drop cards between columns to update their stage.
• Add Column: Click the "+ Add Column" button to create a new stage in your pipeline.
• Edit Column: Click the pencil icon on a column to rename it or the trash icon to delete it.

Company Cards

• Priority: P0-P3 labels indicate company priority (P0 is highest), which is also represented by the vertical badge.
• Web URL: The company's website URL can be displayed and is helpful for mapping contacts' email addresses to companies.
• Deal Team: The lead partner and the fellow assigned to the company.
• Contacts: Number of associated contacts appears at the bottom.

Search and Filter

• Search: Use the search bar to find companies by name, tagline, or URL.
• Real-time Updates: Results update as you type.

Companies Tab

The Companies tab provides an email-focused view with an Outlook-style reading pane for managing company communications.

Viewing Company Emails

• Company Grid: Click any company card to view its email history.
• Email List (Left Pane): Shows all emails associated with the company, with subject, sender, date, and preview.
• Reading Pane (Right Pane): Displays the full email content when you select an email from the list.
• Navigation: Use Previous/Next buttons to navigate through pages of emails.

Email Information

• Email Header: View From, To, Cc, and Date information.
• Email Body: Read the full email content with proper formatting.

View in Pipeline

• Click "View in Pipeline" button to jump to the company's card in the kanban board.

Contacts Tab

Manage individual contacts and their relationships with companies.

Managing Contacts

• Add Contact: Click "+ Add Contact" to create a new contact with name and email.
• View Contacts: All contacts are listed with their email addresses.
• Edit Contact: Click the pencil icon to update contact information.
• Delete Contact: Click the trash icon to remove a contact.

Contact Email Addresses

Each contact can have multiple email addresses, and you can control which companies see emails from each address:

• (All companies): This email address will appear in all companies the contact is associated with. Use this for the contact's personal or non-corporate email.
• (Auto-detect): The system will automatically assign this email to companies based on domain matching. For example, an email from "john@acme.com" will be automatically linked to the company with website "acme.com".
• Individual Company Name: This email address will only appear in the specified company. Use this when a contact has multiple roles or uses different emails for different companies.

Company Associations

• Linked Companies: View which companies a contact is associated with.
• Email Integration: Contacts are automatically created from email participants.

Team Tab (Insiders)

Manage your team members (insiders) whose emails are synced with the CRM.

Managing Insiders

• Add Insider: Click "+ Add Insider" to add a team member.
• Email Sync: Insiders' emails are automatically synced from Microsoft Graph API.
• Partners vs. Fellows: Categorize team members as Partners or Fellows.

Email Synchronization

• Automatic Sync: Emails are synced every hour via Azure Function to keep your CRM up-to-date.
• Manual Sync: You can also trigger an immediate email sync from the Admin page when needed.
• Company Matching: Emails are automatically linked to companies based on email addresses.
• Contact Creation: New contacts are auto-created from email participants (e.g., if john@acme.com adds jane@acme.com to an email to Pack Ventures, then Jane will be added as a Contact of Pack Ventures who is linked to Acme).

When Are Emails Saved?

The CRM processes emails based on the senders, recipients, and contact assignments. The table below shows how different scenarios are handle. Note the outcomes described in the table are the same even if the senders and recipients are reversed:

Summary: An email is saved when it involves at least one team member (insider) AND at least one external contact. The system uses contact email assignments, domain matching, and duplicate detection to organize emails efficiently.

Admin Tab

Monitor system operations and trigger manual backups or syncs when needed.

Database Backups

• Automatic Backups: The database is automatically backed up every night to ensure your data is safe.
• Manual Backup: Click the "Backup Now" button on the Admin page to create an immediate backup.
• Backup Location: Backups are stored as Excel files and can be uploaded to Azure Blob Storage if configured.

Email Synchronization Status

• Last Sync Time: View when emails were last synced from the email server.
• Manual Sync: Click the "Sync Now" button to trigger an immediate email sync instead of waiting for the hourly automatic sync.
• Sync Status: Monitor the success or failure of recent sync operations.

System Monitoring

• Backup Status: Check when the last database backup was performed.
• Operation History: View timestamps of recent administrative operations.