CRM basics

A pipeline is your sales process. Each pipeline has stages (Lead, Qualified, Proposal, Negotiation, Won, Lost). Deals move through stages by drag-and-drop on the pipeline board or by status update on the deal page.

Won deals

When a deal hits a stage marked is_won, Kudu automatically:

• Creates a commission for the owner (or splits per the deal's commission splits).
• Drafts an invoice in PaySync if the module is enabled.
• Fires the deal.won webhook to any subscribers.