Your sales pipeline (CRM)

Opportunities (deals you’re working) live under Dashboard → Opportunities; Contacts (people or companies who aren’t a customer yet — leads, vendors, referral partners) live under Dashboard → Contacts. Every workspace starts with a sensible default pipeline for its industry, and every piece of it is yours to rename or rebuild.

Open Settings → CRM / Sales. Pipeline stages are the columns opportunities move through — each has a label, a color, and a phase (open, won, or lost); at least one won stage and one lost stage are required. Lead sources, lost reasons, and contact types are their own editable lists below it.

Each list can be reset to Meridian’s built-in defaults with one click. Changing any of these lists doesn’t change opportunities or contacts you’ve already saved — only what the pickers offer going forward.

Dashboard → Opportunities is a kanban board grouped by stage. Drag a card into a new column, or use its stage dropdown, to move it — each column header shows its count and total value, and open/won/lost totals roll up at the top.

Moving a card into a “lost” stage requires picking one of your configured lost reasons first; the move is blocked until you do, so every lost deal has a reason on record.

The Contacts list is filterable by type and searchable by name, email, or phone. A contact’s detail page keeps an activity timeline — log a call, email, meeting, task, or note by hand, and a stage change on a linked opportunity is logged there automatically, so the full history of a deal is in one place.

Create one manually from Dashboard → Opportunities → New, or let one arrive automatically: build an intake form under Settings → Forms and set its “Creates” field to Opportunity. A submission then creates (or matches) the customer and lands a new opportunity at the top of your pipeline — no price or stage is ever guessed on the submitter’s behalf.

Already on a contact’s page? Its Opportunities card has its own "New opportunity" button — it pre-fills that contact (and their linked customer account, if they have one), so you don’t have to look either up again.

Under Settings → Automations, the trigger picker lists your own pipeline’s stages grouped under “Opportunity” — for example “Opportunity enters ‘Won’” — alongside a plain “Opportunity created” trigger. Wire either to an email, a Slack ping, an in-app notification, or a webhook, exactly like any other automation.

From an opportunity’s detail page, convert it into a job. The opportunity moves to your pipeline’s first “won” stage and a note recording the new job is added to its timeline. Converting more than once (for repeat business) is allowed — each conversion creates its own job and its own note, so the full history stays visible.

Dashboard → Reports → Pipeline shows a funnel by stage (count, share, and value), win rate, average deal size on won deals, average time to close, source attribution, and a lost-reason breakdown. It’s empty until you have opportunities to report on — nothing is estimated or filled in for you.

The Meridian mobile app has its own pipeline view — opportunities grouped by stage (a stacked list reads better than a wide kanban board on a phone) — and an opportunity detail screen, so sales work doesn’t stop at the office.