JEB FurnitureHubv6 β€” per-entity quotation, projects & cross-hub CRM (4 furniture entities)
Entity:
Sales / CRMProject BriefNEWQuotationProjectsProduct DBMaintenance β†—v2

πŸ“‹ v5 β†’ v6 changes β€” round-6 CRM pipeline rebuild (stakeholder feedback)

πŸ”„ CRM Pipeline β€” 7 stages β†’ 6 stagesLead β†’ New Opp β†’ Brief/Spec β†’ Quote/Neg β†’ Won β†’ Lost. Cold Lead column removed (Lead now captures cold state). Quote + Negotiation combined into one stage.Round-6 Β· Q answer: 6-stage flow
πŸ“‹ + Create New Lead modal (3 fields)2 mandatory: Who is moving Β· Who is bidding. 1 optional: Who is awarded (designer Β· A&D, D&B etc).Round-6
✨ Convert Lead β†’ New OpportunityMandatory: Project name Β· Salesperson Β· Entity Β· Designer. Optional: Key Account Β· Building Name Β· Address.Round-6
🚫 No JIL · no intercoFurniture is direct-buy from suppliers per entity. 4 furniture entities only: JFS · JFC · JSG · JKL.Tweak #1 + #7 (Master) propagated to Hub

CRM Pipeline β€” cross-hub view: Furniture + Partition deals for JSG

F FurnitureP PartitionF+P BothC Care Plan
Leaddiscovery
FJustCo Marina
Moving: JustCo Coworking SG Β· 2,400 sqft refresh
Bidding: Studio Lotus (D&B)
SGEswaran
New Opportunityqualified Β· assigned
F+PVisa Asia HQ
Designer: Hassell Β· Suntec L18+L19 Β· 22,000 sqft
⭐ Key Account · 120-pax
JSGKenneth
πŸ’‘ Salesperson: open Brief Step 1 to auto-move β†’
Brief / SpecDRL active
F+PMoloco @ CapitaGreenauto
Brief: Step 4/5 Β· 8 categories
Designer: Hassell Β· L6
$425K (range)
JSGHarsha
Quote / NegSA β†’ quote β†’ revise
FCIMB Mid-Valleyv2
Reception desk + 6Γ— meeting tables
Brands: JEB Custom Β· Vitra
RM 380K β€” 412K
JKLEswaranFQ-25244-v2
WonSO confirmed
FManulife Tower 1
PO received 18 Apr Β· in delivery
Brands: Steelcase Series 1 Β· Vitra
$540K
JFSEddyFQ-25210-v3
Lostreason logged
FUOB Plaza
Lost to competitor
$320K
Reason: price (-12%)
JSGKelvin