17.7 Good to know — CRM

A new company inherits the Model's CRM lists. Born from the Model company, a company starts with the Model's pipelines, stages, sources and reasons — including any edits the Model carries.
History cannot be tidied away. Stage movements and close-date changes are append-only. If a move was a mistake, move the opportunity back — the record will show both moves, which is the honest picture.
Converted is final. A converted opportunity stops moving and cannot convert again; its record keeps the link to the quote or donation it became, so the thread from first conversation to transaction is never lost.
Signals explain themselves. A lead that arrived from a signal names the signal on its record, and so does the opportunity it becomes. If you ever wonder why a lead exists, the answer is one click away — nothing in CRM appears from nowhere.
Associated, never caused. Campaign and channel figures say a campaign was associated with the activity. The system will not tell you a campaign caused a sale: it cannot know that, and neither can anyone else.
Pipeline figures are governed, like every figure. Pipeline value, win rate, stage conversion, opportunities going stale, close dates slipping, carts recovered — Ask, Explore, the Analytics Lab and the Sales Manager all read the same definitions, computed from the stage movements and close-date changes on record, never from a tidied-up current state. Values are read in the currency each opportunity was written in: opportunities carry no exchange rate, so no blended home-currency figure is invented.
What CRM is not (yet). Conversion is a deliberate act on the record — nothing converts automatically, and pipelines you define yourself (kind Generic) track only: they convert nowhere.