CRM command workspace
Leads, accounts, and opportunities (R1). Scoped to your tenant; you can see all tenant CRM records.
Step 1: Capture lead/account inputs
Step 2: Create or convert opportunities
Step 3: Advance pipeline execution
Step 1A
Step 1B
Step 2
| Company | Status | Owner | |
|---|---|---|---|
| No leads yet. | |||
| Name | Type | Contacts / Opps |
|---|---|---|
| No accounts yet. | ||
| Name | Account | Stage | % |
|---|---|---|---|
| No opportunities yet. | |||
More views: use the CRM bar (Leads, Accounts, Contacts, Pipeline, Activities). Full PRD scope (Outlook, quotes, control tower) is phased — see docs/crm/BACKLOG.md.