veslino crm — account lens

veslinocrm

Executive

portfolio at a glance

Practice mix weighted pipeline · open

Cultivation by discipline

Account concentration

Needs attentiontactical · engaged accounts▾

Full roster lives in the Accounts tab.

Sales Rep

Open pipeline by stage▾

Needs attention▾

My accounts▾

Dot by name = relationship temperature:hotwarmcold· Health column:healthywatchat risk

▾

Unsaved changes to this account.

Select an account from the switcher above to view its details.

Next best actions derived

At a glance

Practice coverage · derived

Cultivationrelationship + practice tracks▾

AgreementsMPA & MSA \u2014 mark signed & what they govern▾

Opportunities▾

Opportunity	Outcome	P win	Revenue	GP%	Weighted

Lost reasonsderived▾

Contacts▾

Activity log▾

Admin

People & reference lists

People sales reps & opportunity team members

Sales rep Team member

People are deactivated, never deleted — deactivating removes them from the pickers while keeping past assignments intact.

Reassign accounts an account owner must be active

Log activity

A logged interaction — call, email, meeting, note. Optionally tie it to an opportunity. Lives on the account.

Date

Type

Summary

Link to opportunity (optional)

Add opportunity

You set the facts. Probability, GP% and run-rate are derived — no field for them here, on purpose.

Name

Practice

Stage

Outcome

Revenue — TCV ($)

Gross profit ($)

GP% and run-rate appear here as you type.

Term — months (services)

Competitor / incumbent

Opened

Expected close

Team members

Closed date — frozen on close

Parked date

Lost reason — primary

Note — required if Other

Edit account

Firmographic facts.

Name

Type

Relationship temperature

Account owner — Veslino

Lifecycle

Website

Phone

Street address

City

ZIP

Anchor alignment

Primary state

Annual revenue ($)

Employees

New dealer

Create the account now; fill in revenue, contacts, opportunities and cultivation afterward from the account view.

Dealer name *

Type

Relationship temperature

Lifecycle

Account owner

Region

Primary state

Anchor alignment

Order tracking

Dealer-facing order status. Available once this opportunity is won — 1:1 with the opportunity.

This is exactly what a dealer sees.

Order number

Estimate ref.

Prepared by

Last updated — set automatically on save

—

Destination

Order details

Milestones status, date & photos — up to 4 images on Production, Packaging & Inspection

Practice mix weighted pipeline · open

Cultivation by discipline

Account concentration

Needs attentiontactical · engaged accounts▾

Open pipeline by stage▾

Needs attention▾

My accounts▾

Next best actions derived

Cultivationrelationship + practice tracks▾

AgreementsMPA & MSA \u2014 mark signed & what they govern▾

Opportunities▾Add opportunity

Lost reasonsderived▾

Contacts▾Add

Activity log▾Log activity

People sales reps & opportunity team members

Reassign accounts an account owner must be active

Log activity

Add opportunity

Add contact

Edit account

Unsaved changes

New dealer

Order tracking

Unsaved changes

Opportunities▾

Contacts▾

Activity log▾