MSCRM tracks Mostly Serious deals from first contact to close.
It is a shared workspace for companies, contacts, and deal status. Log in with your invite to add a deal, update its stage, and keep notes and files together.
1. Create or update a deal
Add the company, owner, source, and value, then move the stage as work progresses.
2. Attach people and services
Set a primary contact, add service tags, and keep notes and files with the deal.
3. Review the pipeline
Use the board and dashboard to track progress. Access stays limited to approved emails.