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Welcome
Here's the funnel, live.
Pipeline
Deals moving through your stages, and how the funnel shifted this week.
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Needs attention
Open board
Today's standup
All tasks
This week's activity
Pipeline
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Connecting to the CRM…
Tasks
The daily standup
Contacts
Partners
Activity
The latest touches across the CRM
Account Directory
The master list of every ServiceNow account we work.
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Funnel
Where deals leak, and how long they sit before they stall.
Admin Center
Users, group membership and access · admins only
How access works: people sign in with their @osterick.com Microsoft account, then appear here. Add them to a group to grant access — CRM needs sales, with projects and hr for future modules. Someone with no groups can sign in but sees nothing.
User
Groups
Admin
Actions
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