Documentation Index
Fetch the complete documentation index at: https://docs-truenorth.madeformeai.com/llms.txt
Use this file to discover all available pages before exploring further.
Pipeline
The Pipeline page at truenorth.madeformeai.com/pipeline is a live Kanban board pulling directly from Twenty CRM. Every card is a real opportunity record — drag it to update the stage in the CRM instantly.Pipeline Stages
| Stage | Meaning |
|---|---|
| New Lead | Fresh inbound — came in via website form or Discord Sales Agent |
| Contacted | First outreach made, awaiting response |
| Site Survey Booked | Site inspection scheduled |
| Proposal Sent | Custom system design and pricing delivered to customer |
| Won | Contract signed, install scheduled |
| Lost | Didn’t move forward — still captured for follow-up campaigns |
Where Leads Come From
Website Form
The Get a Quote form creates a lead directly in Twenty CRM as a
Person + Opportunity with stage NEW.Discord Sales Agent
When the Sales Agent qualifies a lead in
#solar-sales, it creates the same CRM record automatically.Using the Board
- Drag a card to move it to the next stage — updates live in Twenty CRM
- Click a card to see contact details, deal value, and close date
- All changes sync back to Twenty — your team always has the same view