Support guide6 min readUpdated 2026-06-01
Configuring pipelines in StretchCRM
A product-level guide for pipeline stages, ownership, and cross-app handoff inside StretchCRM.
Pipeline structure
StretchCRM pipelines should map to real sales or service stages, with clear ownership and next-action fields. Keep public copy descriptive until live CRM configuration is connected.
Cross-app handoff
A qualified opportunity can connect to projects, documents, billing, and follow-up automation once the workspace data contracts are in place.
Launch posture
The public app detail page can describe capabilities, while configuration actions stay inside the protected workspace shell.