Services lead to cash

Services companies can use Slab5 to let agents manage a lead-to-cash workflow while retaining scoped permissions, audit logs, usage events, and workspace-specific custom_fields.

Use case

A productized services team receives a website lead, qualifies it, creates a custom sales stage, invoices the first milestone, records payment, and writes a balanced journal entry for the revenue event.

Prompt

Create a website lead for Priya Shah at Northstar Studio. Convert the lead into a contact and company, create a Website redesign deal in our Proposal Sent stage for $18,000, invoice a 50 percent deposit, record a $9,000 payment, create the balanced journal entry, create a kickoff task, and log the source campaign.

Flow

1. create_lead with source: website and campaign metadata in custom_fields.
2. convert_lead with create_deal: true.
3. create_deal_stage for proposal_sent if the workspace does not have it.
4. update_deal with stage, amount, and currency.
5. create_invoice with deposit line items.
6. record_payment against the invoice.
7. create_accounting_account if cash, receivables, or revenue accounts are missing.
8. create_journal_entry with balanced debit and credit lines.
9. create_task for kickoff.
10. log_activity with the source campaign and conversion reason.

Controls

Enable CRM, Tasks, and Activity Log for the workspace.

Give the services agent:

crm:read
crm:write
tasks:write
activity:write

Keep settings:admin, Support, CMS, billing administration, and credential administration off unless the agent explicitly owns those workflows.