CRM and leads
Lead board, routing, interactions, tasks, cadences, and sales visits.
Pages: /dashboard/platform/crm (list and board), /crm/[id], /crm/tasks. Data comes from crmWorkspace.
Lead lifecycle
Statuses: new, contacted, test-drive-scheduled, negotiating, closed-won, closed-lost. Move with transitionLead. Lost-sale evidence is only valid for closed-lost.
Work a lead
Open
Public forms create leads. Staff use openLead (new lead).
Route
routeLead applies the first matching LeadRoutingRule (managed in Catalog). transferLeadOwnership reassigns by hand. Both write LeadAssignmentEvent.
Log and follow up
recordLeadInteraction, createLeadTask, completeTask, enrollLeadCadence, advanceLeadCadence, manageSalesVisit.
Edit and close
updateLeadDetails, then transitionLead.
Leads are visible to the assigned salesperson unless the user has canViewAllLeads. See Roles and permissions.