Each role sees only its own view — the setter works the setting pipeline, the closer sees the meeting pipeline, the onboarding team grants access to freshly won deals. Nobody has to look at anything that is not relevant to them.
If a deal sits in "follow-up" for three days → a task for the setter responsible. When it hits "won" → unlock the course, send the welcome email, create the onboarding task. All set up in seconds, no Zapier, no code.
Every deal is linked to a lead. Open the lead and you see EVERY deal that person has, plus EVERY interaction in order. No more switching between a deal view and a lead view.
