Instructional Manual

Fitz CRM Documentation

Version 1.0 · For the ChartRequest Sales & Marketing Team · Maintained by BossBaby / Product Team

1.1 What is Fitz CRM?

Fitz CRM is a purpose-built sales and marketing platform for B2B healthcare SaaS teams. It combines four core capabilities into one platform:

Module	What It Does
Core CRM	Manage contacts, companies, deals, leads, and all sales activities
AI Sales Intelligence	Get Claude-powered analysis on your pipeline, deals, and contacts
Content Production	Plan, generate, and publish AI-powered marketing content
Employee Advocacy	Automate LinkedIn posting for your team using AI-personalized content

Who uses Fitz CRM:

BDRs — prospecting, call logging, lead qualification
AEs — deal management, close tracking, pipeline forecasting
Content Coordinators — article planning, AI generation, RSS research
Marketing Leadership — pipeline visibility, content oversight, advocacy campaigns
Executives — revenue forecasting, win/loss reporting, full funnel visibility

💡 Tip: Fitz CRM is multi-tenant. Your data is completely isolated from other organizations. You'll only ever see your team's records.

1.2 Logging In

Open your browser and go to app.fitzcrm.com
Enter your email address and password
Click Sign In

⚠️ Important: Fitz CRM uses JWT-based authentication. Sessions expire after a period of inactivity. If you're logged out unexpectedly, simply log back in.

1.3 Navigating the Interface

The interface is organized around a left-side navigation bar with the following sections:

Main Navigation:

Label	Module
Dashboard	Home — pipeline summary, AI insights, recent activity
Contacts	Contact management
Companies	Account-level views
Deals	Pipeline and deal management
Leads	Inbound and qualified leads
Activities	All activity log across contacts and deals
Signals	Buying intent alerts
Conferences	Event and conference lead tracking

Content Section:

Label	Module
Brands	Multi-brand content management
Article Prompts	Kanban content planning board
Articles	Article library (table + grid)
RSS Feeds	Research source management
Research	RSS-sourced research articles

Advocacy Section:

Label	Module
Advocacy Posts	Your LinkedIn post queue
Campaigns	Team-wide advocacy campaigns
Content Sources	What triggers advocacy posts
Profiles	Team member voice profiles

Intelligence Section:

Label	Module
AI Insights	Actionable recommendations
Pipeline Review	Full-pipeline AI narrative
Forecast	Revenue forecast
Ask AI	Natural language CRM queries

1.4 Your User Profile & Settings

Click your name or avatar in the top-right corner
Select Profile to update your name, email, or password
Select Settings to configure tenant-level preferences (Admin only)

💡 Tip: Keep your profile up to date — AI-generated advocacy posts use your name, role, and voice profile.

1.5 Understanding Roles & Permissions

Role	Access
Admin	Full access — manage users, settings, all records across the tenant
Manager	Read/write on all records; access to reports and team views
Rep	Read/write on own records; can view shared pipeline

2.1 Contacts — Overview

Contacts are individual people in your CRM — prospects, customers, champions, or blockers. Every contact belongs to a Company. Contacts have:

Basic info: Name, email, phone, title, LinkedIn URL
Status: Lead status (New → Qualified → Opportunity → Customer → Lost)
Company link: Associated organization
Deals: Opportunities they're involved in
Activities: Full history of calls, emails, notes, and tasks
AI Insights: Enrichment recommendations and action items
Personas: Audience persona assignments for content targeting
Touchpoints: Content interaction history

💡 Tip: A single company can have multiple contacts. Always link contacts to their company to get the full account view.

2.2 Creating & Editing Contacts

To create a contact:

Click Contacts in the left nav
Click + New Contact (top right)
Fill in: First Name, Last Name, Email (used for deduplication), Phone (optional), Title / Role
Search for and select their Company — or create a new one inline
Set Lead Status: New, Qualified, Opportunity, Customer, or Lost
Click Save

To edit a contact:

Click the contact's name from the list
Click the Edit button (pencil icon) on any field
Make changes and click Save

⚠️ Important: Email is the primary deduplication key. Before creating a new contact, search by email first to avoid duplicates.

💡 Tip: Always fill in Title/Role — the AI uses this to determine decision-making authority and generate relevant advocacy posts.

2.3 Companies — Overview

Companies are account-level records representing the organizations you sell to (hospitals, health systems, medical groups). A company has:

Basic info: Name, industry, size, website, state/region
Associated contacts: All people at this org in your CRM
Associated deals: All open and closed opportunities
Activity history: Rolled-up activity from all linked contacts and deals

2.4 Creating & Editing Companies

Click Companies in the left nav → + New Company
Fill in: Company Name, Industry, Employee count, Website, State / Region
Click Save

💡 Tip: Before creating a deal, check if the company already exists. Duplicate records fragment account history.

2.5 Deals — Overview

Deals represent active sales opportunities. Each deal lives in a Pipeline and moves through Stages as it progresses toward close. A deal contains:

Name (e.g., "Banner Health — Enterprise ROI")
Pipeline (e.g., Provider Sales, Health System, Medical Group)
Stage (Discovery → Demo → Proposal → Negotiation → Closed Won/Lost)
Value (estimated ARR or contract value)
Owner (the AE or BDR responsible)
Close Date (target close — used in forecast weighting)
Linked contacts and company
Activities (full conversation history)
AI Insights (risk flags, next steps, recommendations)

2.6 Creating & Managing Deals

Click Deals → + New Deal
Fill in: Deal Name, Pipeline, Stage, Value ($), Close Date, Owner
Link the Contact and Company
Click Save

💡 Tip: Add a realistic close date at deal creation. The AI Forecast uses this to weight pipeline. Deals with no close date won't appear in forecast calculations.

⚠️ Important: When a deal is marked Closed Lost, always log an activity note with the loss reason (e.g., "Lost to IOD — price, 3-year contract incumbent"). This data is critical for win/loss analysis.

2.7 Moving Deals Through the Pipeline

Option 1: From the deal record

Open the deal
Click Advance Stage in the deal header
Select the new stage → Confirm

Option 2: Kanban view

Go to Deals → Pipeline View
Drag and drop the deal card to the new stage column

Default stage definitions (Provider Sales pipeline):

Stage	Meaning
Discovery	Initial call held; interest confirmed
Demo Scheduled	Demo on calendar
Demo Complete	Demo delivered
Proposal	Pricing/proposal sent
Negotiation	Contract/legal review in progress
Closed Won	Contract signed
Closed Lost	Deal ended without a contract

💡 Tip: Move deals the same day the status changes. Stale stage data gives the AI Forecast false readings.

2.8 Leads — Overview

Leads are early-stage prospects who haven't yet been fully qualified. They flow in from: manual creation by BDRs, conference contact imports, landing page form submissions, and inbound marketing channels. A lead has contact info, lead status lifecycle (New → Contacted → Qualified → Converted / Disqualified), source, and assigned owner.

2.9 Qualifying & Converting Leads

To qualify a lead:

Open the lead record
Click Qualify — moves lead to Qualified status
Add an activity note explaining what qualified them

To convert a qualified lead into a Deal:

Open the qualified lead record
Click Convert Lead
Choose whether to create a new Contact + Company record or link to an existing one
Create the Deal (pipeline, stage, value, close date, owner)
Click Convert — lead status updates to Converted

⚠️ Important: Conversion creates the deal but doesn't delete the lead. Lead history is preserved for attribution reporting.

💡 Tip: Don't sit on qualified leads. Convert them to deals the same day — it keeps pipeline accurate and ensures AEs get notified promptly.

2.10 Logging Activities (Calls, Emails, Notes, Tasks)

Type	When to Use
Call	Any phone conversation (connected or voicemail)
Email	Sent or received emails worth documenting
Note	Internal context, research, or intel about a contact/deal
Task	Future action you need to take (follow-up, send proposal, etc.)

Open the contact or deal record
Scroll to Activity → + Log Activity
Select type, fill in outcome/notes/due date, click Save

💡 Tip: The more detail in your notes, the better the AI can help. "Spoke with Sarah — interested" gets you mediocre insights. "Sarah is HIM Director at Banner Health, contract up Oct 2026, pain: 3-week turnaround, demo set Thu 2pm" gets you relevant next steps.

2.11 Pipelines — Creating & Configuring

Go to Settings → Pipelines (Admin only)
Click + New Pipeline
Name the pipeline, add stages in order, set win probability % per stage
Click Save

💡 Tip: Keep pipelines simple. 5–7 stages is ideal. Too many stages creates friction for reps and dilutes forecast accuracy.

⚠️ Important: Changing stage names on an active pipeline updates all existing deals in that stage.

2.12 Conferences & Event Lead Management

Click Conferences → + New Conference
Fill in name, dates, location, notes → Save
Add contacts individually or Import Contacts (CSV: First Name, Last Name, Email, Title, Company)

💡 Tip: Create conference contacts immediately after scanning badges. Memory fades fast — "mentioned they're switching vendors in Q3" is worth gold 3 weeks later.

2.13 Signals — Buying Intent Alerts

Signals surface buying intent triggers on your contacts: job changes, funding events, pricing page visits. To act on a signal:

Click Signals in the left nav
Click a signal to open the associated contact or deal
Log an activity, then click Resolve
For false positives: click Dismiss

To run manual detection: click Detect Now on the Signals page.

💡 Tip: Signals are most valuable when you act within 24 hours. A job change or funding announcement is a reason to reach out. After a week, the moment has passed.

3.1 Understanding AI Insights

AI Insights are Claude-generated action items surfaced from your CRM data. They appear on the AI Insights page, on individual contact/deal records, and in the Pipeline Review.

Type	What It Is
Risk Alert	Deal at risk — no activity, proposal not followed up, etc.
Action Item	Specific next step recommended by the AI
Enrichment	Missing data that should be filled in
Opportunity	Cross-sell or expansion signal detected

Insight lifecycle: Active → Dismissed or Completed

3.2 Running Contact Enrichment

Open the contact record
Click Run Enrichment (or the AI ✨ button)
Wait ~10–20 seconds for analysis
Review suggestions in the AI Insights panel (missing fields, related contacts, persona assignments)

To re-score a contact: click Rescore on the contact record.

💡 Tip: Run enrichment before a call, not after. If the AI flags you don't know who their Privacy Officer is, you have time to research before the meeting.

3.3 Deal Risk Detection

The AI monitors open deals and surfaces risk signals automatically. It watches for:

No activity logged in 7+ days on an active deal
Deal in the same stage for 14+ days
Proposal sent but no follow-up activity logged
Demo completed but deal not advanced
Contact went silent after initial interest
Close date passed without resolution

⚠️ Important: Unaddressed deal risks compound. Act within 48 hours of a risk flag — deals flagged as at-risk don't get better on their own.

3.4 AI Pipeline Review

Pipeline Review gives you a full-pipeline narrative — like a deal review meeting with an analyst who read all your notes.

Click AI Intelligence → Pipeline Review
Click Run Pipeline Review
Wait 15–30 seconds. The output includes:

Pipeline Health — overall summary
Deals at Risk — specific deals with reasons
Deals to Focus On — highest-probability opportunities
Recommended Actions — prioritized next steps
Forecast Commentary — whether the number is achievable

💡 Tip: Run a pipeline review every Monday before your weekly team call. The AI narrative gives you 80% of what you'd cover in a 45-minute review meeting — in 30 seconds.

3.5 Revenue Forecast

Click AI Intelligence → Forecast
View: Committed, Best Case, Pipeline Coverage, Weighted Forecast, and AI Commentary

Forecast weighting: each pipeline stage has a win probability (set in Settings). The AI multiplies deal value × stage probability. A $100K deal in Proposal at 40% contributes $40K to the weighted forecast.

💡 Tip: If the forecast feels off, check for deals with past-due close dates. Clean those up first.

3.6 Ask AI — Natural Language CRM Queries

Click AI Intelligence → Ask AI
Type your question in plain English → Press Enter

Example Question	What You Get
"What deals are at risk of closing this quarter?"	At-risk deals with reasons
"Who at Banner Health have we talked to in the last 30 days?"	Contact activity summary
"What's our average deal size for health systems?"	Calculated average with deal list
"Which BDR has logged the most calls this week?"	Activity summary by rep
"What are the top reasons we're losing deals?"	Loss reason analysis
"Which contacts haven't been touched in 60 days?"	Stale contact list

💡 Tip: Ask AI works best with specific questions. "Which deals in Proposal stage haven't had contact in 10 days?" beats "Tell me about my pipeline."

3.7 Smart Activity Logging

Smart Log parses raw call notes and extracts structured activity data.

After a call, open the contact or deal record
Click + Smart Log
Paste your raw notes — messy is fine:

called sarah at banner health today, finally got her, she mentioned IOD contract 
is up in october, CFO is the budget holder, ~45k requests/month, current 
turnaround 19 days, target under 7, not happy with IOD support

The AI extracts: activity type, key facts (contract date, decision maker, volume, pain points), and suggested follow-up actions. Review and click Save Activity.

💡 Tip: Smart Log is designed for the moment right after a call. Don't clean up your notes first — that's the AI's job.

4.1 Brands — Multi-Brand Setup

Fitz CRM supports multiple brands under one tenant, each with its own content operations: authors, personas, article prompts, articles, and image themes.

Click Content → Brands → + New Brand
Fill in Brand Name, Description, Website URL → Save

Switch between brands using the brand selector in the top nav of the Content section.

💡 Tip: Set up authors, personas, and image themes for a brand before generating articles. The AI uses all three to produce brand-consistent content.

4.2 Authors — Creating Author Profiles

Go to Content → Brands → [Your Brand] → Authors → + New Author
Fill in: Name, Email, Title/Role, Bio, Voice/Writing Style description, Target personas
Click Save

💡 Tip: The more descriptive the Voice field, the better the AI matches the author's style. "Writes like a former clinician turned sales exec — direct, uses specific numbers, not afraid to call out industry BS" produces much better output than "professional."

4.3 Personas — Defining Your Audience

Personas represent your audience segments. Each article prompt links to a persona — shaping AI tone, angle, and messaging.

Go to Content → Brands → [Your Brand] → Personas → + New Persona
Fill in: Name, Description, Pain points, Goals, Key messaging
Click Save

Example — HIM Director persona:

Name: HIM Director
Pain Points: Slow records turnaround, staff bandwidth, patient complaints, 
             compliance exposure, vendor reliability
Goals: Hit <7 day turnaround SLA, reduce manual processing, protect HIPAA compliance
Key Messaging: Speed + compliance + staff relief. Emphasize automation and SLA guarantees.

4.4 Image Themes — Visual Style Guides

Go to Content → Brands → [Your Brand] → Image Themes → + New Image Theme
Fill in: Name (e.g., "Clean Healthcare Professional"), description of visual style, color palette/mood
Click Save

4.5 Article Prompts — The Kanban Board

Column	Meaning
Backlog	Ideas collected; not yet prioritized
In Progress	Actively being developed or refined
Ready	Approved prompt, ready for AI generation
Published	Article generated and published

To create a prompt:

Go to Content → Article Prompts → + New Prompt
Fill in: Title/Topic, Brand, Author, Target Persona, Content angle, Keywords (optional)
Prompt starts in Backlog → click Save

To trigger AI generation:

Move the prompt to Ready
Click the Generate button on the card
Article appears in the Article Library when complete

💡 Tip: Keep Backlog manageable. More than 20 items means your editorial calendar isn't real — it's a wishlist. Prune or prioritize quarterly.

4.6 Generating AI Articles

AI generation uses Claude to produce full-length, SEO-ready articles based on your prompt, author voice, and persona targeting. The AI uses: prompt title/angle/keywords, author voice, brand context, and persona pain points.

Find the prompt in Ready status
Click Run Generation
Article appears in Content → Articles with status Draft when complete

⚠️ Important: AI generation uses Claude API credits. Don't run batch generation unless you intend to publish. Generated drafts that are never used still incur AI costs.

4.7 Article Library — Table & Grid Views

Status	Meaning
Draft	Generated; not reviewed
In Review	Sent for editorial review
Approved	Approved for publish
Published	Live
Archived	Removed from active rotation

To publish: open the article → click Publish. If Make.com webhook is configured, the publish event fires to your downstream automation.

4.8 RSS Feeds — Research Sources

Go to Content → RSS Feeds → + New RSS Feed
Paste the Feed URL, select Brand, add a Name/Label
Click Test Feed to verify → Save
To manually trigger a scrape: open the feed → Scrape Now

⚠️ Important: Error status means the feed stopped delivering content. Review feeds weekly and fix or remove broken sources.

4.9 Research Articles — Using RSS Content

Research Articles are scraped content from RSS feeds — surfaced for your team to use as inspiration or supporting material. Browse at Content → Research Articles. They don't publish automatically; they're input for your editorial team.

💡 Tip: Think of Research Articles as your AI-powered editorial reading list. Read, note the angle, create a new Article Prompt with your take.

4.10 Publishing Workflow

End-to-end flow from idea to published:

Create Article Prompt → Backlog

Refine and prioritize → move to In Progress

Finalize angle and approve → move to Ready

Click Generate → AI writes the article → Draft

Review draft → move to In Review

Editorial approval → move to Approved

Publish → status: Published → Make.com webhook fires (if configured)

Article lives in Article Library for future reference

5.1 Advocacy Overview — How It Works

The Employee Advocacy module turns your team into a distributed LinkedIn content machine. Posts come from individual team members in their own voice — dramatically increasing reach and engagement over company page posts.

Something worth sharing happens (deal closed, blog post published, company news)

Fitz detects it via Content Radar (AdvocacyRadarJob runs hourly)

AI scores relevance — is this worth posting about?

AI writes 3 post variants for each team member in their individual voice

Posts are scheduled for optimal times (Tue–Thu, 8–10 AM)

Each employee gets an email: "Your LinkedIn post is ready"

Employee clicks the link → LinkedIn opens with post pre-filled

Employee reviews and clicks Post on LinkedIn

Employee marks "Posted" in the app

💡 Why this works: 70–80% of B2B buyers check LinkedIn before a sales call. Your team collectively has 10–50× the reach of your company page. When 5 employees each post about a deal win, that's 5 personal touchpoints at companies in your target market.

5.2 Setting Up Your Advocacy Profile

Field	Purpose
Name	Your full name as it appears on LinkedIn
Title	Your current role (used in voice profiling)
Autopilot Mode	How posts flow to you (see section 5.3)
Topics	Areas you're interested in posting about
Voice Profile	AI-generated writing style for your posts
Status	Active / Inactive

⚠️ Important: Keep your profile Active. Setting status to Inactive removes you from all future generation runs.

5.3 Autopilot Modes

Mode	Behavior	Best For
🤖 Ghost (Auto)	Posts are queued and emailed. You just click Post. No approval step.	Execs and busy leaders who trust the AI
📬 Weekly Digest	AI batches posts into a weekly email. You review and approve the bundle.	People who want visibility without daily interruptions
✋ Review Each	Every post pings you for explicit approval before scheduling.	New users, compliance-sensitive roles
📋 Draft Only	AI writes drafts. You control all posting manually.	People who want full editorial control

💡 Tip for managers: Set new BDRs to Review Each initially — it builds habits and lets you catch tone issues. After 2–3 weeks of good posts, move them to Ghost mode to maximize throughput.

5.4 Building Your AI Voice Profile

Go to Advocacy → Profiles → [Your Name] → Generate Voice Profile
Either enter your role/style description, or paste 3–5 sample LinkedIn posts you've written
The AI generates a voice profile: tone, structure preferences, hashtag style, personal patterns
Review and click Save

💡 Tip: Paste actual posts you've written — even old ones. "I write casually, use data, end with a question" is helpful. An actual post is much better. The AI picks up patterns you can't articulate.

5.5 Reviewing & Approving Posts

Action	What It Does
Approve	Marks post approved and schedules it
Skip	Removes this post from queue without posting
Regenerate	Asks AI to write new variants
View Variants	Cycles through the 3 AI-written versions (← →)
Mark Posted	Confirms you posted it on LinkedIn

💡 Tip: Variant 1 is usually the most direct. Variant 2 has a storytelling angle. Variant 3 is typically question/engagement-oriented. Pick the one that feels most natural.

5.6 Posting to LinkedIn

In your Post Queue, find an Approved or Queued post
Click Post to LinkedIn — LinkedIn opens with your post text pre-filled
Review and click Post on LinkedIn
Return to Fitz CRM and click Mark Posted

⚠️ Note: Fitz CRM currently uses URL-based LinkedIn sharing — you need to click Post on LinkedIn yourself. Full LinkedIn API integration (automatic posting) is on the roadmap.

💡 Tip: The whole process takes ~10 seconds. Build it as a morning habit — check your post queue with your coffee.

5.7 Content Sources — What Triggers Posts

Source Type	What Triggers It
Deal Closed	Any deal moved to Closed Won above $10K (configurable)
RSS / Blog	New article published on a connected blog or news feed
News Keywords	Industry news matching your configured keyword list
Manual	Admin creates a content item for immediate distribution
Campaign	Admin-created themed campaign for the team

💡 Tip: Add your company blog as an RSS content source. Every time a new post publishes, the advocacy system auto-generates posts for the whole team within the hour.

5.8 Campaigns — Team-Wide Pushes

Use campaigns for: product launches, large logo wins, event countdowns, quarterly themes.

Go to Advocacy → Campaigns → + New Campaign
Fill in name, content brief, target employees, autopilot override → Save as Draft
To launch: click Launch — AI immediately generates posts for all targeted employees
To pause: click Pause — posts held, not cancelled. Click Resume to continue.

⚠️ Important: Campaign launch immediately triggers AI generation. Don't launch until the content brief is finalized.

5.9 Tracking Advocacy Performance

Go to Advocacy → Advocacy Posts → Stats to view: total posts queued/approved/posted, total impressions (from manual entry), posts by employee, posts by content source type.

To log metrics on a post: open it → Update Metrics → enter likes, comments, shares, impressions.

6.1 Pipeline Summary Report

Access: Reports → Pipeline Summary

Shows: total open pipeline value, pipeline by stage (funnel chart), deal count by stage, pipeline by owner, change from prior period.

💡 Use this for: Monday pipeline meetings. Pull it up, walk through each stage, identify deals to accelerate or cut.

6.2 Activity Summary Report

Access: Reports → Activity Summary

Shows: activities by type, by rep, by week/month, trending vs. prior period.

💡 Use this for: Accountability. If a BDR's call activity dropped 40% week-over-week, this surfaces it immediately.

6.3 Lead Conversion Report

Access: Reports → Lead Conversion

Shows: leads created vs. qualified vs. converted, conversion rate by source, average time from lead creation to conversion, disqualification rate and reasons.

6.4 Full Funnel Report

Access: Reports → Full Funnel

Shows: volume at each stage (Lead → Qualified → Demo → Proposal → Close), conversion rates between stages, drop-off rates, stage drill-down, persona funnel breakdown, content attribution.

💡 Use this for: Identifying the biggest conversion bottleneck. If 60% of demos never reach Proposal, that's where to focus coaching.

6.5 Content Production Report

Access: Reports → Content Production

Shows: articles generated by brand, articles by status, generation volume over time, author output breakdown.

6.6 Win/Loss Analysis

Access: Reports → Win/Loss

Shows: win rate overall and by pipeline, loss reasons (from activity notes), competitor breakdown, win rate by deal size and by rep.

💡 Tip: Win/loss data quality depends on rep discipline. If AEs don't log loss reasons in activity notes, this report will be thin. Make loss reason logging a required step in the deal close process.

6.7 Rep Performance Report

Access: Reports → Rep Performance

Shows: deals created/closed by rep, win rate by rep, average deal size, activity volume, pipeline coverage per rep.

6.8 Source Attribution Report

Access: Reports → Source Attribution

Shows: deals by lead source (conference, inbound, outbound, advocacy, referral), revenue attributed by source, content attribution, persona funnel.

7.1 Creating a Landing Page

Go to Landing Pages → + New Landing Page
Fill in: Page Name/Campaign, Description, Owner
Click Save — a unique webhook secret is generated
Copy the Webhook URL from the landing page record — this is the endpoint your forms POST to

⚠️ Important: If you click Regenerate Secret, update all form configurations immediately — old tokens are instantly invalid.

7.2 Viewing Lead Submissions

Open the landing page record → click the Lead Submissions tab. To view all submissions across all pages: go to Leads in the main nav and filter by source: Landing Page.

7.3 Webhook Lead Capture Setup

POST form submissions directly to Fitz CRM from any form tool (Typeform, Webflow, etc.):

POST /api/v1/webhooks/lead_capture

Payload format:

{
  "first_name": "Sarah",
  "last_name": "Greenberg",
  "email": "sgreenberg@bannerhealth.com",
  "phone": "602-555-1234",
  "title": "HIM Director",
  "company_name": "Banner Health",
  "message": "Interested in learning about ROI services",
  "source": "himss-2026-landing-page"
}

Include your landing page's secret token in the request header or as a query parameter for authentication.

8.1 Google Analytics 4 (GA4)

Go to Settings → Integrations → GA4 → Connect GA4
Enter: GA4 Measurement ID, Service Account credentials (JSON), Property ID
Click Test Connection → if it passes, click Save

Provides: realtime visitors, traffic metrics (sessions, bounce rate, page views), goal conversions alongside deal pipeline. View via Reports → Integrations → GA4 Metrics.

To disconnect: Settings → Integrations → GA4 → Disconnect.

8.2 Umami Analytics

Go to Settings → Integrations → Umami → Connect Umami
Enter: Umami instance URL, API key, Website ID
Click Test Connection → if successful, click Save

Provides: privacy-compliant page view and session data alongside CRM data. View via Reports → Integrations → Umami Metrics.

Appendix A: Glossary

Term	Definition
BDR	Business Development Representative — runs outbound prospecting
AE	Account Executive — runs deals from discovery through close
Pipeline	The defined stages a deal moves through from discovery to close
Stage	One step in a pipeline (e.g., Demo, Proposal, Closed Won)
Lead Status	The lifecycle stage of a contact before they become an active deal
AI Insight	A Claude-generated recommendation or action item
Voice Profile	The AI model of how a specific employee writes on LinkedIn
Autopilot Mode	The advocacy setting that controls how posts flow to an employee
Content Source	A feed or trigger that the advocacy system monitors for shareable content
Campaign	A coordinated advocacy push across the whole team or a targeted subset
RSS Feed	A syndication feed from an external blog or news site used for research
Article Prompt	A content idea in the planning queue before it becomes a generated article
Touchpoint	A recorded interaction between a contact and your content
Signal	A detected buying intent indicator on a contact or company
Tenant	The organization-level data container — all your team's records

Appendix B: Keyboard Shortcuts

Shortcut	Action
`N`	New record (context-sensitive — contact on Contacts page, deal on Deals page)
`?`	Open keyboard shortcut help
`Esc`	Close modal or side panel
`Ctrl / Cmd + K`	Global search

Appendix C: Troubleshooting

Q: My generated article is missing or taking too long

Check that the Article Prompt was in Ready status before triggering
AI generation typically takes 30–90 seconds per article
Check the Articles list and refresh — it may already be there

Q: My advocacy posts aren't generating

Verify your profile status is Active
Verify your Autopilot Mode is not set to Inactive
Check Content Sources — make sure they're configured and the last scan succeeded
Ask your admin to run AdvocacyRadarJob manually

Q: Deal Forecast seems off

Check for deals with past-due close dates — remove or update them
Verify pipeline stage win probabilities are set correctly in Settings
Ensure deal values are entered (deals with $0 value don't contribute to forecast)

Q: Signals aren't detecting anything

Click Detect Now on the Signals page to trigger a manual scan
Signal detection requires contacts to have email addresses for matching

Q: RSS feed shows Error status

Open the feed and click Test Feed to see the current error
Common causes: feed URL changed, site went offline, paywall
Update the URL or delete and re-add the feed

Fitz CRM Instructional Manual v1.0 · For internal ChartRequest team use · Maintained by BossBaby / Product Team