Clicking "Franchise Sales" in the sidebar doesn't take you straight to the CRM — it takes you to a resolver page first. If you belong to exactly one HQ organization, it redirects you automatically to that org's pipeline. If you belong to more than one, you'll see a picker listing each org's name and type (Franchise or Multi-location) so you can tell them apart before opening one. If you don't have an HQ organization yet, you'll see an empty state explaining that the Franchise Sales CRM is tied to an HQ org, with a "Set up HQ" button. The real CRM — everything below — lives at the org-specific URL.
Kanban and list are the same data
The pipeline page toggles between two views using the grid/list icons in the top-right of the toolbar: Kanban (stage columns you drag prospects between) and List (a sortable table showing each prospect's stage, rating, budget, deal odds, last-contact status, time in stage, and assigned rep). Both views share the same search box and filters (rating, lead source, assigned rep, and a clickable stage in the funnel strip above the toolbar), so switching views doesn't reset what you're looking at.
The KPI strip at the top shows Total Leads, Hot Leads, Converted, Pipeline Value, and Weighted Value. Pipeline Value is the sum of every prospect's budget. Weighted Value is different and easy to misread: it's budget × deal-odds%, and a prospect is excluded from that sum entirely unless it has both a budget and a deal-odds number set — missing either one means it just isn't counted, not counted as $0.
Adding and working prospects
"Add Prospect" (top-right) or the "+ Add" button at the bottom of any stage column (the Unassigned column doesn't have one) opens a form requiring only first and last name. Rating options in this form are Cold, Warm, or Hot — Dead isn't offered here as a creation option, only as a filter/badge state elsewhere. Budget and deal odds are both optional numeric fields.
In Kanban, drag a card to a different column to change its stage. Cards flag stale prospects: a yellow dot at 7+ days since last contact, red at 14+ days (converted prospects are exempt). Hovering a non-converted card reveals a phone icon that opens a "Log Call" dialog to record a summary and duration. In List view, checkboxes enable bulk actions (assign, move stage, or enroll in an active sequence) — bulk select only exists in List view, since Kanban's drag-and-drop already moves one prospect at a time.
Stage management and the FDD gotcha
The "Stages" button opens a modal to rename stages (edit and click away to save), recolor them from a preset palette, reorder them with up/down arrows, and archive/restore them. Won and Lost stages are marked with badges in this modal but aren't togglable there — that's config, not a click-to-set flag.
The one behavior worth knowing before you rely on drag-and-drop: moving a prospect into a "Won" stage can be blocked by a server-side rule tied to the FDD's mandatory 14-day review window. A single-card drag will move optimistically, then snap back with an error toast if the server rejects it. A bulk "Move to stage" action reports partial success instead of failing outright — it'll say something like "Moved 3, but 2 blocked by the FDD 14-day review window" — so always check that message rather than assuming a bulk move fully succeeded.