Follow these recommended practices to keep your CRM data clean, your team aligned, and your workflows efficient. These tips are drawn from common patterns that help teams get the most value from OppLogix.
Setting Up Your Pipeline
A well-structured pipeline is the foundation of effective deal tracking. Keep it simple and aligned with your actual sales process.
1Start with 4 to 6 stages — too many stages create unnecessary friction
2Include a Qualification stage as your first stage to filter out unfit leads early
3Always have Closed Won and Closed Lost as your final stages
4Set win probabilities on each stage to enable accurate revenue forecasting
5Review and adjust your pipeline stages quarterly as your sales process evolves
Data Hygiene
Clean, consistent data makes reporting reliable and ensures your team can trust the CRM as the single source of truth.
1Always associate contacts with companies to maintain clear organizational relationships
2Link deals to the correct company and contacts so activity history and communications are properly tracked
3Use lead sources consistently (e.g., always use Website rather than mixing Website, Web, and Online) for accurate source reporting
4Regularly review and clean stale leads — archive or close leads that have gone cold to keep your pipeline accurate
5Use the Data Import duplicate detection option when importing to prevent duplicates
Using Quotes Effectively
Quotes in OppLogix are designed to work hand-in-hand with deals, pulling in context automatically to save time and reduce errors.
1Create quotes from within a deal rather than standalone — this automatically links the quote to the deal, company, and contact
2Use Products for consistent, reusable pricing across quotes
3Set appropriate tax rates in Settings so they apply automatically to new quotes
4Duplicate a quote when making revisions instead of editing the original — this preserves a history of what was offered
5Use PDF preview to review the final output before sending to the customer
Contract Management
Contracts bring your deals to a formal close. Preparing templates and using automation features saves significant time.
1Set up contract templates before you need to generate contracts — this avoids rushed formatting later
2Use merge tags (e.g., {{Licensee.name}}, {{Deal.value}}) to automatically populate contract fields from deal and company data
3Configure number prefixes by contract type (e.g., MSA, SOW, NDA) to keep contract numbers organized
4Upload executed copies after signing so the signed version is stored alongside the generated version for easy reference
5Use the header and footer editor to add your company branding, page numbers, and legal text to contract PDFs
Team Collaboration
OppLogix works best when your entire team is actively using it. These practices help keep everyone on the same page.
1Assign deals and tasks to specific team members so ownership and accountability are clear
2Use task priorities (High, Medium, Low) to highlight urgent items that need immediate attention
3Leverage the activity feed on deals, contacts, and companies to stay updated on recent actions without asking colleagues
4Set up email signatures for every team member to maintain professional, consistent communication
5Use notifications to stay informed about deal changes, upcoming tasks, and overdue items
Email Integration
Connecting your email account transforms OppLogix from a data tracker into a communication hub where all customer interactions are visible.
1Connect your OAuth account (Gmail or Outlook) for seamless two-way email sync
2Use email templates for repetitive communications like follow-ups, introductions, and status updates
3Leverage merge tags in email templates for personalization (e.g., {{Contact.first_name}}, {{Deal.name}})
4Monitor the email log in Settings to track delivery status and troubleshoot any sending issues
5Ensure contact email addresses are accurate so auto-linking can match emails to the right records
Schedule a monthly CRM cleanup session with your team to review stale deals, update contact information, and archive old leads. Consistent maintenance prevents data decay.