JARVIS

Configure Twenty CRM pipeline stages + Mattermost handoff channels

todo

Workspace

OTF

Created

2026-03-26

Updated

2026-03-26

Content

## Twenty CRM Pipeline Configure these stages in order: - [ ] MQL (Marketing Qualified Lead) - [ ] SQL (Sales Qualified Lead) - [ ] Discovery - [ ] Proposal - [ ] Negotiation - [ ] Closed Won - [ ] Closed Lost ## Mattermost Channels Create these channels: - [ ] #mql-handoff — Rita posts new MQLs here, Sales picks up - [ ] #new-clients — Sales posts Closed Won deals here, Martha picks up for delivery - [ ] #eod-reports — already exists (verify) ## CRM Access - [ ] Create accounts for Olivia + Jeerill (if not done — blocked by /welcome redirect) - [ ] Verify Rita can tag contacts as MQL