Intakes and checks

An intake is a section of grid views in Data, with each view showing one step on the same table. Edit the existing row; do not create another record each time it advances. This CRM uses Data views for registration, daily work and review.

Start in the right table

Task	Entry view	What to complete
Name a shared person	People → Step 1 - Name the person	First Name* and the known Last Name
Add contact details	People → Step 2 - Add a way to reach them	Email, then Telephone and notes when known
Identify a shared company	Companies → Step 1 - Name the company and its site	Legal Name*, Alternate Name* and known Website°; review missing source facts
Start a lead	Deal → Step 1 - Say who the client is	Company° or People°
Assign the seller	Deal → Step 2 - Set who is accountable	Accountable (Company), then Accountable (Person)
Complete a proposal	Deal → Step 3 - Complete the proposal	Product*, Value* and Expected Close Date* at Proposal Sent or Negotiation
Advance or close	Deal → Step 4 - Advance or close the deal	Deal Stage*, then Won, Lost or Abandoned once Deal Check is clear
Work open leads	Deal → Leads	Deal Stage* as the conversation advances

Search the Directory before adding identities. Core owns People and Companies. The visible intake does not establish a verified two-way sync contract; correct the source when the mirror does not allow editing. Manage deals explains identity reuse and accountability.

Advance the same row

Fill the inputs shown in the current step. Intake Step is calculated from record values and determines the next matching queue. A row can disappear immediately after an edit because it now matches another step. Find it in the next step or the table’s reference view; disappearance is not deletion.

Deal moves through client, accountability, proposal data (only at Proposal Sent or Negotiation) and advancement/outcome. Check - Deal exceptions collects any Deal, open or closed, with a Deal Check warning or missing data. A campaign has no intake of its own in the CRM: pick it in Campaign° on the Deal. Read the check beside the relevant status before changing that status.

Separate checks from intake steps

Interaction has Check 1 - Complete event data, Check 2 - Upcoming meetings and Check 3 - Record meeting outcome. These are work/check queues, not a separate form. Create a manual contact or update an existing booking in the table, then use the queues to complete and review it.

Campaign (mirror) has availability, monitoring, exception and history views. A valid campaign is not linked to any lead until a Deal picks it in Campaign°. See Manage campaigns.

Recognize completion and exceptions

* marks an expected business input and ° an optional input. A field label is not a database constraint. A blank Intake Step means the record no longer matches a step; it does not certify all business checks. Review Deal Check or the relevant event check and confirm the intended state in a reference view.

Interaction next-action fields are not copied anywhere; the next action of a sale lives in Tasks. Closed deals leave the intake, including a disqualified lead set to Lost. These are current routing details, not instructions to duplicate the record.

Maintain the view contract

Follow the adopted Intake views rule: a section of grid steps, one routing formula, only the necessary columns and a final validation/status decision. The entity references record current formulas; the rule describes the intended pattern and does not prove every existing view conforms. Keep filters aligned with the formula labels after any change.

Use Data views for the full catalog and direct links, and Troubleshooting when a record is missing or remains in a check.