Your account, the pipeline, and team access
Your account, and how the CRM reads for you. Name and email come from the Google account you sign in with; your role is set by an admin.
Every date and time in the CRM renders in this zone. Saved on this device, applies instantly.
Every Google account the CRM uses. Renewal happens automatically at sign-in — your own account is refreshed as you log in, and admins are prompted for the shared ones. This page is the manual fallback and the place to check state.
Manage who can sign in and their role. Only @forml.ai and @cfgmerchantsolutions.com addresses can be added; new users default to Junior.
| Status | Role | Access | |
|---|---|---|---|
| No users | |||
Your internal ISO reps. A short, mostly static list used to filter and stamp deals across the boards.
| Name | ||
|---|---|---|
| Adriel Mora | adriel@cfgms.test | |
| Dana Whitlock | dana@cfgms.test | |
| Ian Brenner | ian@cfgms.test |
The white-label partners and their document rules. Base required docs, optional docs, and extra docs required above a funding amount.
Per-industry risk tier and pricing factor the scoring engine reads. The industry must match how deals store their industry.
| Industry | Risk tier | Pricing factor | Notes | |
|---|---|---|---|---|
| No benchmarks yet | ||||
17 fictional deals covering every status, deal type and funding status, each with three months of statements, its documents and its stipulations, plus the ISOs and the white label behind them. Seeding only works on an empty system; clearing removes exactly the seeded rows and their children.