CRM

The entry point to your Innovation Center's CRM — a permission-gated deal pipeline for tracking accounts, contacts, and deals tied to your portfolio.

What it is

This is the front door to your IC's CRM module — a full customer-relationship system scoped to your Innovation Center, for tracking business accounts, contacts, and deals that aren't necessarily tied to a portfolio venture (corporate partners, sponsors, service providers, or anyone else your program does business with).

If you see a lock screen

CRM Access Required means your account has no CRM permissions on this IC yet. Access here is controlled separately from your IC role (Manager, Coordinator, Committee, Board) — a CRM Role, assigned on the CRM Role Settings page by a manager. Contact your program manager to be added; there's nothing to configure from this screen itself.

What unlocks once you have access

Every CRM permission is granular — view/create/edit on deals, contacts, activities, and subscriptions, each independently. In practice, a program manager sets you up with one of five default CRM roles (CRM Admin, Sales Manager, Sales Rep, IC Program Manager, Read Only), and what you see here reflects exactly that bundle: a Sales Rep might only see and edit deals they own, while a CRM Admin sees and can act on everything.

The Pipeline board

Once you're in, this page shows the deal pipeline as a Kanban board — one column per pipeline stage, each with its deal count and total value, color-coded, with won/lost stages visually distinct. Add a deal directly to any stage; drag between stages as a deal progresses.

The rest of the CRM

A sub-navigation bar here also reaches Accounts, Contacts, Reports, and Partners — this Pipeline page is just the default landing tab, not the whole module.

How it fits your workflow

Use this as your daily deal-tracking view once you're set up. If you land here and see the lock screen instead, that's a setup step for your manager, not something wrong with your account.

Getting started

If you have access, check the Pipeline board for deals awaiting action. If you don't, ask your program manager to assign you a CRM role on the CRM Role Settings page.