CRM
v1.3.6
0
Deals
$0
Pipeline
+ New Deal
⚙
State
Open
All
Won
Lost
Hold
Source
All
NE
HIPCO
Status
All Statuses
Lead
Interest Established
Contact/Needs Assesment
Presentation
Proposal
Application Trial
Awaiting Additional Information
Negotiation
Commitment to Buy
All Owners
🔔 Follow-ups Due
Sort
Name A-Z
Value ↓
Value ↑
Follow-up Date
Close Date
Probability ↓
📋
Select a deal to view details
or click + New Deal to add one
New Opportunity
×
Opportunity Name *
Owner / Rep
Customer Name
Email
Location
Status
— Select —
Lead
Interest Established
Contact/Needs Assesment
Presentation
Proposal
Application Trial
Awaiting Additional Information
Negotiation
Commitment to Buy
Division
— Select —
LPF
IF
FS Product Family
— Select —
Clean Room
Depth
High Flow
Housing
Line B
Melt Blown
PleKX
Pleated
Pleated Membrane
Pleated Microfiber
Plekx
Product
Deal Value ($)
Annual Value ($)
Close Probability (%)
Expected Close Date
Follow-up Date
Source
NE
HIPCO
Deal State
Open
Won
Lost
Hold
Notes / Description
⚙ Settings
×
Data Management
💾 Save Data
Export all deals to JSON — save to Dropbox to sync between devices
Save to File
📂 Load Data
Import deals from a JSON file (replaces current data)
Load from File
⬇ Export LPF Format
Download current filtered view as CSV in LPF tracker format
Export CSV
☁ Dropbox Access Token
Paste your token from dropbox.com/developers/apps — stored only on this device
👁
Save
Not connected — enter token above
📁 Dropbox Filename
Filename in your Dropbox Apps/GraverCRM/ folder
🔄 Sync Now
Push local data to Dropbox or pull latest from Dropbox
↑ Push
↓ Pull
Deal States
Default filter
Main list shows Open deals by default — use the State dropdown to view Won, Lost, or Hold
Open
Available states
OPEN
WON
LOST
HOLD
App Info
Version
v1.3.6
Total Deals
—
Storage
—
Reset to Seed Data
Wipe all data and reload original 89 deals
Reset