rspace-online/deploy/twenty-crm/DEPLOY.md

Twenty CRM Deployment — commons-hub Lead Funnel

1. Deploy Twenty CRM Stack on Netcup

# SSH to server
ssh netcup-full

# Create directory and copy files
mkdir -p /opt/twenty-crm
# (copy docker-compose.yml and .env from this directory)

# Generate secrets
cd /opt/twenty-crm
cat > .env <<EOF
POSTGRES_PASSWORD=$(openssl rand -hex 16)
APP_SECRET=$(openssl rand -hex 32)
EOF

# Start the stack
docker compose up -d

# Wait for healthy status (may take 1-2 minutes on first boot)
docker compose ps
docker logs twenty-server --tail 50

2. Create Admin Account

Once Twenty is healthy at https://crm.rspace.online:

1. Open https://crm.rspace.online in browser
2. Twenty will show the initial setup wizard
3. Create admin account: jeff / jeffemmett@gmail.com
4. Set workspace name: commons-hub

3. Generate API Token & Store in Infisical

1. In Twenty: Settings → Accounts → API Keys → Create API key
2. Copy the token
3. Store in Infisical:
   • Project: rspace (same project as rSpace secrets)
   • Secret name: TWENTY_API_TOKEN
   • Secret value: the API token from step 2
4. Restart rSpace to pick up the new token:

   cd /opt/rspace-online && docker compose restart rspace
   

4. Configure Lead Funnel Pipeline

In Twenty CRM UI: Settings → Data model → Opportunity → Edit stages

Pipeline Stages (7)

#	Stage	Color
1	New Lead	Blue
2	Contacted	Yellow
3	Qualified	Orange
4	Offer Sent	Purple
5	Confirmed	Teal
6	Won	Green
7	Lost / Not Now	Red

Custom Fields

Add via Settings → Data model → [Object] → Add field:

On Opportunity:

• Event Dates (preferred) — DATE
• Event Dates (flexible range) — TEXT
• Group Size — NUMBER
• Needs: Accommodation — BOOLEAN
• Needs: Catering — BOOLEAN
• Needs: Rooms — BOOLEAN
• Needs: AV — BOOLEAN
• Next Action Date — DATE (required)
• Follow-up Date — DATE
• Lost Reason — TEXT

On Company:

• Lead Source — SELECT (options: Website, Referral, Event, Cold Outreach, Partner, Other)
• Last Touch Date — DATE

Saved Views

Create via the Opportunities list → Save view:

1. My Pipeline — Group by: Stage, Filter: Assigned to = current user
2. Needs Follow-up — Filter: Next Action Date <= today
3. Stale Leads — Filter: Next Action Date is empty

5. Create commons-hub Space

This will be done via the rSpace community store or directly:

• Space slug: commons-hub
• Visibility: permissioned
• Owner: jeff (jeffemmett@gmail.com)
• Enabled modules: ["rnetwork"]

The CRM will then be accessible at: commons-hub.rspace.online/rnetwork/crm

6. Deploy rSpace Changes

ssh netcup-full
cd /opt/rspace-online
git pull
docker compose up -d --build

Verification Checklist

• docker compose ps on Netcup — all Twenty containers healthy
• curl https://crm.rspace.online — Twenty CRM loads
• Navigate to commons-hub.rspace.online/rnetwork/crm — CRM embedded in rSpace shell
• Log in as jeff — admin access confirmed
• Open pipeline view — 7 stages visible
• Create test opportunity — all custom fields present
• Verify "Next Action Date" is required
• Check rNetwork graph view still works (/rnetwork default view)