⚠ This copy of the CRM did not finish starting — the buttons will not work.
Most common cause: the file was saved with right-click → "Save As" from a preview, which keeps only a frozen picture of the page. Fix: go back to the chat and use the download button on the CRMv9 file itself, then double-click the downloaded file. On Windows, if it still fails: right-click the file → Properties → check Unblock → OK.
Connecting… Checking the cloud database. If this never changes, the cloud config or rules are the problem.

Working as

Log activity

Calls, emails, and meetings need a next step and a date — that's the discipline that keeps deals from going quiet.

🎤 Voice log

Speak naturally — “Just had a call with Joe Smith, supposed to call him back in two weeks.” A date like “in two weeks” pre-fills the follow-up due date. Nothing saves until you review it.

Convert lead to deal

BSS plans cash from this: total ÷ weeks = the weekly revenue requirement. Days and months convert to whole weeks automatically.
A converted deal needs a next step, a date, a total contract value, and an estimated duration before it joins the pipeline.

Attach document

Upload failed.

Task

A task needs a title and a due date.

Bulk import

Paste rows straight from a spreadsheet (or upload a .csv). First row should be the column names. Safe to run twice — existing records are matched, never duplicated, and only their BLANK fields get filled.

or paste below (Ctrl+V from Excel / Sheets works — tabs are fine)

Log a collateral send

Pick the account it went to — it has to match a company in the CRM.

Drive attachments — setup & status

Uploads run through the system, not your machine — one folder per record under Sojourn Deal Files.

Add company

A prospect, customer, or partner — the one authoritative record.

Give it a name — everything else can come later.

Team roster

Check any combination of roles per person. Owner dropdowns show anyone flagged Rep or AM · AM dropdowns show AMs · PM dropdowns show PMs · HR, BSS, Finance, Proj Coord, and Exec join the roster and can hold tasks (dropdowns unchanged). Nobody can lose a role or leave while still assigned to records.

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Project Detail Sheet

Everything BSS needs to process the backend — pre-filled from the deal. Gaps are flagged before anything sends.

DEAL & SCOPE
Read-only from the deal — the deal is the source of truth. Missing or wrong? Open the deal, hit Edit, and fix it there.
Files up to ~500 KB store in the CRM with the PDS (site lists, billing docs). Bigger files: paste a Drive link, or attach them straight to the BSS email — they're listed on the PDS either way.
TEAM
BILLING & INVOICING — FINANCE
BILL & PAY — one row per Visit type · these become data in Rally, not prose
Bill Rate = what the customer pays F2. Pay Rate = what F2 pays the tech. A number you don't have yet stays blank (or type TBD) and the row stays Estimate — never invent a 0. Exactly one row is the Default: the rate Rally falls back to when a ticket's Visit type matches nothing. Role blank = the rate applies to every role; otherwise the same Visit type can appear once per Role (Lead, Assistant, T1…).
ADDERS — optional extras on top of the rates (travel fee, wait time, bonuses)
OUTCOME RULES — optional · what happens on a non-standard outcome
EXPENSES
HR
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Add person

Every name F2 knows belongs in here.

First name and company are the minimum for a record worth keeping.

Add lead

A door worth knocking on. Not a deal yet — that comes with Convert.

Name, company, a next step, and a date — a lead without a plan is just a wish.

Edit deal

Total ÷ weeks is what BSS plans cash against.
Total contract value and estimated weeks (a whole number of weeks) are required — BSS plans cash from them.

Stage, value, and probability are the forecast — one number, two views. In the live build these write straight through to the Pipeline & Forecast database.

Edit next step

＋ Pipeline

At — saves as an open deal and counts in the pipeline forecast immediately.

Name, value, duration, next step, and a due date — that's the minimum for a pipeline line Brenna can trust.

Move people to another company

Their contact records, notes, and activity history travel with them. The account you're moving them off stays put — archive it afterward if it's now empty.

Pick a different company to move them to.

New task

Leave time empty = by end of day.
A task needs a title and a due date.

Deals needing economics info

Total contract value and estimated weeks are required on every deal — BSS plans cash from total ÷ weeks. Fill what you know; anything left blank stays flagged.

Nothing saved — enter a total ($) and whole weeks on at least one row.

Mark lead dead

A reason is required — dead-lead reasons become your lead-quality report later.

Fix this entry

Same-day entries can be corrected. After today, history locks.

Close deal

A loss needs a reason — these become your win/loss report.

Attach person to this deal

Add a tech we know

General knowledge only — "I know someone who can do this work." Nothing here assigns, books, or commits anyone; real staffing happens on the delivery side.
Pick a person or give the new tech a name.