Step 1 — Set up the CRM project
Start the Build-a-CRM tutorial: the tables for customers, deals and activities, sample data, and the crm connector that will become the app. End state: the framework running, a superuser signed in, the tables ready.
Step 2 — The Customers screen
Build the first screen of the CRM: the customers queries generated by the CRUD wizard, audit columns stamped by the server, a screen with a grid and an edit dialog, and the app's menu that turns the crm connector into an app.
Step 3 — Deals and relationships
Second CRM screen: the dictionary gives labels and lists of values (an enum for the customer status, lookups for the customer and the stage of a deal), the Deals screen links each deal to its customer, and the deal's activities appear in a tab of its dialog.
Step 4 — Sales pipeline dashboard
Add a pipeline dashboard to the CRM: aggregate queries, KPIs compared with the previous period, a saved bar chart of the pipeline by stage, a table of recent activities, and the menu entry that opens it.
Step 5 — Roles and sign-in
Decide who sees what in the CRM: a read-only role and a sales role built on the app's menu tree, writes granted beyond the menus, two test users, a data scope by country from a user attribute, and sign-in with the company's identity provider.
Step 6 — AI assistant and a daily job
Finish the CRM: the AI assistant answers questions over the CRM's queries within each user's rights, and a Nomaflow job flags stalled deals every morning and notifies the sales team.