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Nodus
AvailableNodus gives sales and account teams a shared view of contacts, companies, opportunities, and follow-up activity. Use it to keep customer information current, track pipeline movement, and coordinate relationship work across the team.
Verified user manual
Nodus user manual
Manage accounts, contacts, leads, opportunities, pipeline stages, and customer activity in the Nodus 2.0 CRM workspace.
Audience, scope, and prerequisites
Covers the Nodus browser workspace for customer records, pipeline work, activities, search, reports, and the optional read-oriented assistant. It excludes database administration and direct API integration.
Who this is for
- Sales and account users
- CRM operators
- Managers and administrators
Before you sign in
- A Nodus entitlement in the correct tenant
- An agreed record-ownership and data-quality policy
- Approval before importing, deleting, or exporting customer data
Roles and responsibilities
| Role | Access | Responsibilities |
|---|---|---|
| Reader | View tenant CRM records and related activity. |
|
| Writer | Create and update accounts, contacts, leads, opportunities, and activities. |
|
| Operator or administrator | Access management surfaces such as Reports and controlled delete operations. |
|
Create and maintain customer records
Search first, use a stable account as the relationship anchor, and avoid duplicate people or organizations.
Create an account and contact
Create the organization first and link the person to it.
ForWriter
- 1Search for existing records
Search by organization name, domain, email, and contact name.
- 2Create the account
Open Accounts, select New account, and enter the approved identifying and ownership fields.
- 3Create the contact
Open Contacts, select New contact, and choose the existing account from the picker.
- 4Review relationships
Open the account and contact detail pages and verify each linked record.
- 5Add the next activity
Record the next call, meeting, or follow-up from the related record.
Expected result
One account and one correctly linked contact exist with an accountable owner and a visible next action.
Create and qualify a lead
Track an unqualified prospect until it is ready for the governed conversion or opportunity process.
ForWriter
- 1Open Leads
Search for the person or company before selecting New lead.
- 2Record source and owner
Enter the known identity, company, source, consent context, and responsible user.
- 3Set an accurate status
Use the tenant’s agreed qualification status rather than optimistic placeholders.
- 4Log qualification activity
Record the conversation or task that supports the status.
- 5Review before progression
Confirm account/contact matching and required fields before creating an opportunity or using a conversion action.
Expected result
The lead shows its source, owner, qualification state, and supporting activity without duplicating an existing customer record.
Manage opportunities and pipeline
Pipeline data is useful only when value, stage, ownership, timing, and activity remain current.
Create an opportunity
Link commercial work to the correct account, contact, pipeline, and stage.
ForWriter
- 1Open Opportunities
Select New opportunity from the list or Pipeline page.
- 2Choose the account
Select an active account; then choose a related contact when available.
- 3Set pipeline details
Enter a meaningful name, pipeline, stage, value, owner, and expected close information.
- 4Save and open the detail
Verify the linked account, contact, stage, and displayed value.
- 5Log the next activity
Create a dated follow-up related to the opportunity.
Expected result
The opportunity appears in its selected pipeline stage with correct relationships and a traceable next action.
Update pipeline stage and status
Move work only when the stage’s business criteria are met.
ForWriter
- 1Open Pipeline
Locate the opportunity in the current stage or open its detail page.
- 2Review evidence
Check recent activities, expected value, close date, and decision state.
- 3Change the stage
Use the supported board or edit flow and select the stage that matches current evidence.
- 4Update related fields
Correct probability, timing, ownership, or status when the stage change requires it.
- 5Record the reason
Log an activity or note so reviewers can understand the change.
Expected result
The opportunity appears in the correct stage and the record explains why it moved.
Record activity and review performance
Use activities as the durable chronology and reports as a review tool, not as a substitute for record verification.
Log and complete an activity
Associate each call, meeting, task, or follow-up with the most relevant record.
ForWriter
- 1Select New activity
Start from Activities or a related account, contact, lead, or opportunity.
- 2Choose the relationship
Confirm the preselected record or choose the correct related item.
- 3Enter subject and timing
Record an actionable subject, type, owner, due time, and required context.
- 4Save or complete
Keep future work open; mark completed work accurately when finished.
- 5Verify chronology
Open the related record and confirm the activity appears in its history.
Expected result
The activity is visible on both its detail page and the associated customer or opportunity record.
Review dashboard and reports
Use filtered reporting to identify records that require action or correction.
ForManagerOperator
- 1Confirm reporting scope
Verify tenant, period, ownership, pipeline, and filters.
- 2Review dashboard metrics
Identify unexpected totals, stalled stages, or missing activity.
- 3Open Reports
Use the management surface only when the operator role exposes it.
- 4Inspect source records
Open a sample of contributing records before acting on an aggregate.
- 5Assign corrections
Update ownership or create follow-up activity rather than editing metrics directly.
Expected result
The review produces traceable follow-up work and verified corrections to source CRM records.
Security and data handling
- Keep personal and commercial data within the correct tenant.
- Search before creating records and use approved correction or merge procedures for duplicates.
- Grant writer or operator access only to users with a business need.
- Verify filters and authorization before exporting or sharing CRM data.
- Do not enter secrets, payment credentials, or unnecessary sensitive personal data into notes.
Known limitations
Read before relying on an unsupported workflow
These limits describe the source-pinned Nodus 2.0.0 scope and must be rechecked when the product changes.
- Reports and delete operations are role-gated and may not appear for standard users.
- Pickers load a bounded set of active records; search or data cleanup may be required before a relationship can be selected.
- Ask Nodus is primarily read-oriented and cannot replace source-record review.
- No automatic duplicate merge workflow was verified in the current 2.0 interface.
Troubleshooting
You cannot sign in to Nodus
Likely cause: The session expired, the identity is not assigned to the application, or the tenant claim is missing.
- Open the application from the approved portal and complete sign-in again.
- Confirm that the correct organizational identity and tenant are selected.
- If access is still denied, record the time and request an entitlement check from support.
A documented action or navigation item is not visible
Likely cause: The current role, release, tenant configuration, or feature flag does not expose that operation.
- Confirm the role and prerequisites listed for the procedure.
- Reload the page after signing in again; do not attempt to bypass the interface through direct URLs.
- Ask the product owner whether the feature is enabled for the tenant before reporting a defect.
A saved change or background operation is not visible
Likely cause: Validation failed, processing is still running, or the current view is stale or filtered.
- Review inline validation, status indicators, filters, and the selected tenant or workspace.
- Refresh once and search for the item by its stable name or identifier.
- Do not repeat irreversible or externally visible actions until the original operation status is known.
An account or contact is missing from a picker
Likely cause: The record is inactive, outside the loaded result set, in another tenant, or the picker request failed.
- Open the source list and confirm the record and status.
- Search by exact name and verify tenant ownership.
- Reload the form after the source list succeeds; do not create a duplicate as a workaround.
An opportunity is absent from the expected pipeline stage
Likely cause: The wrong pipeline or stage is selected, a filter hides it, or the update did not complete.
- Open the opportunity directly and review pipeline and stage fields.
- Clear board filters and reload once.
- Record the ID and error before repeating a stage update.
Contact support
Contact support when
- A repeatable Nodus error blocks an approved workflow
- Expected data, permissions, or tenant boundaries appear incorrect
- A security, privacy, compliance, or data-loss concern is suspected
- A duplicate cannot be corrected without losing history
- Pipeline totals or reports remain inconsistent with verified source records
Include
- The page, action, and expected result
- The exact error text and time of occurrence, including time zone
- Your tenant, role, browser, and a sanitized record or item identifier
- Whether the problem can be reproduced and which troubleshooting steps were tried
Never include
- Passwords, access tokens, API keys, recovery codes, or session cookies
- Unredacted personal, health, financial, or other regulated data
- Private encryption keys or complete confidential documents unless an approved channel is provided