Who originated, who closed
Approved deals only. Originated credits whoever first created the lead; Closed credits whoever owned it when payment was approved — handing a lead on later never rewrites this.
| Business Developer | Originated | Originated £ | Closed | Closed £ |
|---|
All deals
Every import lands as a named batch. If a file came in wrong, Delete these leads pulls that whole batch back out of the CRM — fix the file and import it again.
Business Developers see and work only their own leads. Admins see the whole CRM, manage users and teams, and are the only ones who can export.
Teams
Users
Contingency — support backup
Downloads the whole CRM (every lead, note, user, team and setting) as one file. It contains no passwords, so it's safe to send for support if something needs fixing or recovering. The server also writes an automatic nightly snapshot to the backups/ folder next to the database (last 14 days kept); restoring one is copying it over crm.sqlite and restarting.
🛟 Download support backupAdd a user
Give them their username and password directly — no email is sent. Passwords need 8+ characters.