SUG CRM - Operations Pipeline

SUG Labs

Powering the Champagne Region.

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Password

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Account Security

Preparing your two-factor authentication challenge...

Step 2 Of 2

Enter Your Authenticator Code

Open Google Authenticator and enter the current 6-digit code for . Codes rotate every 30 seconds, and you can also use a backup code.

Mandatory For All Users

Authenticator Or Backup Code

Account Security

Set Up Google Authenticator

Two-factor authentication is now required for every account. In Google Authenticator, tap +, choose Enter a setup key, and use the key below for . Codes rotate every 30 seconds once the entry is saved.

Manual setup key

Enter The 6-Digit Code

Recovery Codes

Save Your Backup Codes

Store these codes somewhere secure. Each one can be used once if you lose access to Google Authenticator.

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Restoring your session and opening pipeline...

Account Help

Password Reset

This environment uses admin-assisted password recovery. Reach out to the internal support contact below to reset access.

To reset your password, please contact your administrator.

Support Email

dennis@suglabs.com

Set New Password

New Password Must be at least 12 characters with uppercase, lowercase, number, and special character

Confirm Password

Pipeline Suppliers Emails SMS

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Workflow & User Management

Active Workflow:

User Management Manage Pipeline Stages Admin SMS Management Import Data Automations

Change Password

0 selected

Manage Pipeline Stages

Shape the board for this workflow. Rename stages, fine-tune order, refresh defaults, and add new stages without leaving the pipeline.

Workflow stages for this company

Live board setup

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Add a stage

Create a new pipeline stage for this workflow. You can rename, reorder, or archive it later.

Stage name

Stage color

Choose from the approved pipeline palette.

Save each stage as you go, then close the manager when you're done.

Deal Details

Reply to Email

To:

Subject:

Message:

Manage Workflow Names

Rename the two standard workflows for this company so the switcher and page chrome stay clear for the team using them every day.

Label settings Company-specific

These names change presentation only. Deals, stages, and workflow data stay exactly where they are.

Use the names your team will immediately recognize in the board switcher and pipeline context.

Deal Page Layout

Keep the essential contact details fixed, then shape the rest of the deal page around what this workflow team actually needs to see.

Layout actions Workflow-specific

Reorder sections, reset to the workflow default, or copy another workflow as a starting point.

Contact stays pinned across every workflow. Everything else can be reshaped without affecting stored deal data.

User Management

Manage people, super access, and operation-level membership from one place without leaving the pipeline workspace.

Access overview Admin only

Edit user records, reset passwords, and review who can access each operation from the same control surface.

Name	Email	Access Type	Operations	Status	Created	Actions

Create New User

First Name

Last Name

Email

Password

Phone

Role

Company Access

Tick the companies this user should be able to access. These will also control which company options appear in their left rail.

Workflow Access

Edit User

Update contact information, access level, and active status for this user.

Loading user details...

Email

First Name

Last Name

Phone

Role

Company Access

Tick the companies this user should be able to access. These memberships drive the company options available in their left rail.

Workflow Access

Limit which workflows this user can open inside each company. Admins automatically get all workflows.

Active User Active User

These changes update the user record only. Password reset and operation membership remain separate admin actions.

Account Security

Change Password

Update your password for this account. Your new password must be at least 12 characters and include upper and lower case letters, a number, and a special character.

Security check

Private account action

Current Password

New Password

Confirm New Password

Create New Deal

Spin up a new deal, capture the customer details, and drop it straight into the correct stage without leaving the pipeline workspace.

Deal setup Pipeline-ready

Add the deal basics, customer information, and stage placement so the card lands in the right workflow context immediately.

Deal details

Start with the commercial basics that will show up on the pipeline card and stage board.

Deal Name

Amount ($)

Stage

Customer details

Capture the contact and location details your team needs to follow up and work the deal.

Company Name

First Name

Last Name

Email

Phone

Address

City

State

Postcode

Lead Source

Deal visibility

Choose who should be able to open and collaborate on this deal as soon as it is created.

Owner only Keep the deal private to the owner, with super users retaining oversight access. Shared with company Anyone with access to the active company can view and work the deal. Selected users Share the deal only with the exact teammates you choose below.

Shared teammates

Tick the teammates in the active company who should be able to view and work this deal alongside the owner.

The deal will be created in the active company and current workflow, then dropped into the selected stage on the board.

Bulk Deal Visibility

Update access across the selected deals in one move without opening each record one by one.

Selected deals

0 deals selected

Deal visibility

Choose how visible the selected deals should be for the active company.

Owner only Keep each selected deal private to its owner, with super users retaining oversight access. Shared with company Anyone with access to the active company can view and work the selected deals. Selected users Share the selected deals only with the exact teammates you choose below.

Shared teammates

Tick the teammates in the active company who should be able to view and work the selected deals alongside their owners.

This updates all selected deals together and records the change in each deal's activity history.