Define the information a salesperson must capture at each stage, then create a small test pipeline. Use activities for follow-ups and keep account records consistent so the same organization is not duplicated across multiple contact imports.
Before rollout, compare each required workflow with the core feature list and extension catalog. EspoCRM can be customized, but some advanced capabilities are sold separately. Back up the database and customizations together, and test upgrades before introducing them to the sales team.
