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Pipeline CRM — Demo Build
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Built with Google Sheets + Apps Script
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WHAT THIS IS
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A lightweight company pipeline CRM built to track deal stages, potential value, and follow-up actions for a boutique recruiting firm. Designed for daily use.
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HOW TO USE IT
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- Use Pipeline CRM menu → Add / Edit Company to enter records
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- Dashboard tab shows pipeline summary and overdue actions
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- Edit any Pipeline Stage cell directly — Days In Stage resets automatically
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- Use Pipeline CRM menu → Archive Record to remove closed deals
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WHAT'S AUTOMATED
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- Date Created: auto-populated on new records
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- Stage Entry Date: auto-resets when Pipeline Stage changes
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- Days In Stage: recalculates daily from Stage Entry Date
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- Overdue highlighting: rows with past-due Next Actions turn amber
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TABS
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- Start Here: this guide
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- Dashboard: pipeline summary and overdue flags
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- Companies: master record table
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- Settings: dropdown values (edit here to customize)
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- Archive: removed records with timestamps
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