124 lines
3.3 KiB
Markdown
124 lines
3.3 KiB
Markdown
# Twenty CRM Deployment — commons-hub Lead Funnel
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## 1. Deploy Twenty CRM Stack on Netcup
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```bash
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# SSH to server
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ssh netcup-full
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# Create directory and copy files
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mkdir -p /opt/twenty-crm
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# (copy docker-compose.yml and .env from this directory)
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# Generate secrets
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cd /opt/twenty-crm
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cat > .env <<EOF
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POSTGRES_PASSWORD=$(openssl rand -hex 16)
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APP_SECRET=$(openssl rand -hex 32)
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EOF
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# Start the stack
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docker compose up -d
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# Wait for healthy status (may take 2-3 minutes on first boot for migrations)
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docker compose ps
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docker logs twenty-ch-server --tail 50
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```
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## 2. Create Admin Account
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Once Twenty is healthy at `https://crm.rspace.online`:
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1. Open `https://crm.rspace.online` in browser
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2. Twenty will show the initial setup wizard
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3. Create admin account: **jeff / jeffemmett@gmail.com**
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4. Set workspace name: **commons-hub**
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## 3. Generate API Token & Store in Infisical
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1. In Twenty: Settings → Accounts → API Keys → Create API key
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2. Copy the token
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3. Store in Infisical:
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- Project: `rspace` (same project as rSpace secrets)
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- Secret name: `TWENTY_API_TOKEN`
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- Secret value: the API token from step 2
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4. Restart rSpace to pick up the new token:
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```bash
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cd /opt/rspace-online && docker compose restart rspace
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```
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## 4. Configure Lead Funnel Pipeline
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In Twenty CRM UI: Settings → Data model → Opportunity → Edit stages
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### Pipeline Stages (7)
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| # | Stage | Color |
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|---|-------|-------|
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| 1 | New Lead | Blue |
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| 2 | Contacted | Yellow |
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| 3 | Qualified | Orange |
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| 4 | Offer Sent | Purple |
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| 5 | Confirmed | Teal |
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| 6 | Won | Green |
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| 7 | Lost / Not Now | Red |
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### Custom Fields
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Add via Settings → Data model → [Object] → Add field:
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**On Opportunity:**
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- Event Dates (preferred) — DATE
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- Event Dates (flexible range) — TEXT
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- Group Size — NUMBER
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- Needs: Accommodation — BOOLEAN
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- Needs: Catering — BOOLEAN
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- Needs: Rooms — BOOLEAN
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- Needs: AV — BOOLEAN
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- Next Action Date — DATE (required)
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- Follow-up Date — DATE
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- Lost Reason — TEXT
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**On Company:**
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- Lead Source — SELECT (options: Website, Referral, Event, Cold Outreach, Partner, Other)
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- Last Touch Date — DATE
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### Saved Views
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Create via the Opportunities list → Save view:
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1. **My Pipeline** — Group by: Stage, Filter: Assigned to = current user
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2. **Needs Follow-up** — Filter: Next Action Date <= today
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3. **Stale Leads** — Filter: Next Action Date is empty
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## 5. Create commons-hub Space
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This will be done via the rSpace community store or directly:
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- Space slug: `commons-hub`
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- Visibility: `permissioned`
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- Owner: jeff (jeffemmett@gmail.com)
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- Enabled modules: `["rnetwork"]`
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The CRM will then be accessible at: `commons-hub.rspace.online/rnetwork/crm`
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## 6. Deploy rSpace Changes
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```bash
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ssh netcup-full
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cd /opt/rspace-online
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git pull
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docker compose up -d --build
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```
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## Verification Checklist
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- [ ] `docker compose ps` on Netcup — all Twenty containers healthy
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- [ ] `curl https://crm.rspace.online` — Twenty CRM loads
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- [ ] Navigate to `commons-hub.rspace.online/rnetwork/crm` — CRM embedded in rSpace shell
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- [ ] Log in as jeff — admin access confirmed
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- [ ] Open pipeline view — 7 stages visible
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- [ ] Create test opportunity — all custom fields present
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- [ ] Verify "Next Action Date" is required
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- [ ] Check rNetwork graph view still works (`/rnetwork` default view)
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