Business Profile

Start with the relationship: business details, contacts, notes, and interaction history. Contracts come next from this profile, and the pipeline handoff comes only after signature.

Profile Contract Signature Pipeline

Save this profile to unlock contract creation.

Business Snapshot

General business details you want available before any contract exists.

Business Name

Business Category

Salesperson

Website

Business Address

Primary Contact

The main person for day-to-day communication.

Name

Phone

Contact People

Everyone you may need during sales, review, install, or billing.

Contact Attempts

Log outreach fast so the history feels like a running sales timeline, not a mini spreadsheet.

Date

Method

Person Reached

Outcome / Next Step

Log Note

General Notes

Next Move

Save this profile first, then open the contract builder from here.

Create Contract from This Profile Back to Sales Portal