SalesEnginePro — Complete App Scope
A comprehensive sales-force automation platform covering lead management, pipeline tracking, document generation with approval workflows, team structuring, multi-channel communications, financial operations, and analytics. This document defines every module, its role-based access, business logic, and inter-module dependencies.
1. Role & Access Model
Three-tier role hierarchy governing data visibility and actions
Full system access
• Sees all data across all users and teams
• Approves documents, discounts, and contracts
• Manages users, roles, teams, territories, settings
• Access to all reports and financial data
• Can reassign any record to any user
Team-scoped access
• Sees data for their team members only
• Can approve discounts up to threshold
• Assigns leads and opportunities to reps
• Views team performance reports
• Manages team goals and targets
Own-data access
• Sees only their own leads, accounts, contacts
• Creates and manages own opportunities
• Requests discounts (needs approval)
• Logs activities and communications
• Submits documents for approval
| Entity / Module | Admin | Manager | Sales Rep |
|---|---|---|---|
| Leads | Full CRUD + approve discounts + reassign | CRUD on team leads + approve discounts | CRUD on own leads + request discounts |
| Accounts | Full CRUD + reassign | CRUD on team accounts | CRUD on own accounts |
| Contacts | Full CRUD | CRUD on team contacts | CRUD on own contacts |
| Opportunities | Full CRUD + reassign + approve | CRUD on team opps + approve | CRUD on own opps |
| Activities | View all + assign | View team + assign | CRUD on own activities |
| Documents | Full CRUD + approve/reject | Submit for approval | Create + submit for approval |
| Quotes/Orders/Invoices | Full CRUD | CRUD on team records | CRUD on own records |
| Contracts | Full CRUD + sign + approve | Create + send for signature | Create + view own |
| Team Management | Full CRUD on teams/members | View + manage own team | View own team only |
| Reports | All reports + all data | Team-scoped reports | Own data reports |
| Settings | Full access | Limited (notifications, profile) | Profile + notifications only |
| Asset Management | Full CRUD + assign/unassign | View assigned assets | View own assigned assets |
2. Dashboard & Analytics
Real-time sales performance overview
Executive overview of pipeline value, lead funnel, recent wins, top deals, and pending approvals.
Individual and team sales performance tracking with quota attainment.
3. Lead Management
Capture, score, assign, nurture, and convert leads
Full lead lifecycle with table, grid, and Kanban views. Filter by status, source, rating, owner, date.
Automated lead scoring based on engagement, profile fit, and behavior signals.
Round-robin, territory-based, or manual lead distribution to sales reps.
Bulk import leads from CSV/Excel files with field mapping and deduplication.
4. Account & Contact Management
Organizations and the people within them
Company records with type (prospect, customer, partner, vendor, competitor), industry, revenue, employees.
Individuals at accounts with job titles, communication channels, and social profiles.
5. Opportunities & Pipeline
Deal tracking from prospecting to close
Deal records with 9-stage pipeline, amount, probability, expected revenue, close date.
Drag-and-drop pipeline board grouped by stage with deal value totals.
Revenue projections based on pipeline probability and historical win rates.
6. Activities & Tasks
Multi-channel activity tracking and scheduling
Unified view of calls, meetings, tasks, emails, SMS, chats, notes, and events with calendar visualization.
Schedule and manage meetings with location, video link, attendees, and reminders.
Task management and call logging with call results and duration tracking.
Communication activity logging across email, SMS, and chat channels.
7. Communications
Multi-channel outreach: email, calls, SMS, chat
Email composition, inbox management, and email templates for outreach.
Call interface, SMS messaging, and internal chat with activity logging.
8. Document Management
Quotes, proposals, invoices, contracts with approval workflows
Create quotes, proposals, invoices with templates, line items, branding, and live preview.
Multi-stage approval with admin review, discount validation, and audit trail.
Send documents to clients via email, SMS, or chat with activity logging.
Contract lifecycle from template to fully signed with signer tracking.
9. Sales Operations: Quotes, Orders, Invoices
From quote to cash flow
Quotation management with line items, discounts, tax, and multi-currency support.
Order management converted from accepted quotes with fulfillment tracking.
Invoice generation with payment tracking, partial payments, and balance due.
Product and service catalog with pricing, stock, and vendor management.
10. Team Management
Organizational structure, goals, and performance
Create teams, define hierarchy, assign members, and visualize org structure.
Set sales targets per rep/team and track real-time activity feed.
Individual rep profiles with performance metrics, workload, and activity history.
11. Marketing & Campaigns
Campaign management and email templates
Marketing campaign tracking with budget, ROI, and conversion metrics.
Reusable email templates with merge fields for outreach campaigns.
12. Reports & Analytics
Comprehensive reporting across all CRM modules
Sales performance, pipeline health, cycle length, trends, and commission reports.
Lead conversion, source performance, follow-up efficiency, and activity reports.
Deal value, win/loss, health, and team sales performance reports.
Revenue analysis, forecasting, expense margin, and custom report creation.
13. Asset Management
Sales assets: phone numbers, email accounts, dialer licenses
Track sales assets (phone numbers, VoIP, WhatsApp, email accounts, dialer accounts, SMS gateways, software licenses, devices).
Assign, reassign, and unassign assets with full audit trail.
14. Notifications & Alerts
In-app and email notification system
Configurable notification preferences for approval requests, document expirations, client actions, and scheduled reports.
15. Settings & Configuration
System-wide configuration and administration
Invite users, assign roles, manage access.
Define custom roles with access levels.
Multi-currency support with conversion rates.
Email configuration and third-party integrations.
Sales territory management for geographic and industry segmentation.
Automated workflow configuration for triggers and actions.
16. Data Model & Entity Relationships
How records connect across the CRM
Lead converts to Account + Contact + Opportunity
On qualification, lead spawns an opportunity
An account has multiple contacts
An account can have multiple opportunities
An opportunity can have multiple quotes
Accepted quote converts to an order
Order generates invoices
Opportunity can have linked contracts
Documents link via related_to_type + related_to_id
Activities link via related_to_type + related_to_id
Notes link via related_to_type + related_to_id
Campaigns generate leads and opportunities
Territories scope accounts and leads to reps
Assets assigned to users for sales activities
Products appear as line items in quotes and orders
17. Key Business Decisions & Logic
Critical business rules encoded in the system
• One-time, installments, milestone, subscription, retainer, other
• Installment plans: number, amount, frequency (monthly/quarterly/bi-annual/custom), schedule with due dates and status
• Milestone plans: milestones with title, amount, due date, status (pending/in_progress/completed/paid)
• Subscription plans: billing cycle, amount per cycle, start date, contract length
• Payment terms: net_15, net_30, net_45, net_60, immediate, custom
• Reps request discounts with percentage and reason
• Discounts over 10% require manager approval
• Discounts over 20% require admin approval
• Auto-approval possible within thresholds
• Rejection requires reason; approval logged with approver and date
• Discount description field (e.g., "Early Bird", "Loyalty")
• Lead converts to Account + Contact + Opportunity
• Conversion stores IDs: converted_account_id, converted_contact_id, converted_opportunity_id
• Lead status changes to closed_won on conversion
• Original lead source preserved on opportunity
• Draft → pending_signature → partially_signed → fully_signed → active
• Auto-renewal with notice period (default 30 days)
• Renewal reminder sent 60 days before renewal date
• Amendments tracked with value change history
• Multi-language contracts (en, es, fr, de, zh, ar)
• Sequential or parallel signing order
18. Integrations & External Services
Platform-level integrations and AI capabilities
19. Key Workflows & User Journeys
Role-based first-login journeys and operational workflows across the CRM
First-Time Login Journeys
When an Admin logs in for the first time
When a Manager logs in for the first time
When a Sales Rep logs in for the first time
Operational Workflows
From lead capture to closed deal
When a new lead enters or needs redistribution
When a rep submits a quote/proposal for approval
When a rep requests a discount on a lead/deal
From contract creation to renewal
From accepted quote to collected payment
Automated alerts based on system events
As a deal moves through the sales pipeline
This scope document is auto-generated from the application's codebase and entity schemas. For changes or additions, contact the system administrator.
SalesEnginePro (Admin) — Last updated: October 2026