Leads0
Contacts0
Open deals0
Due tasks0
Recent leads
| Name | Phone | Source | Status |
|---|
Follow-ups
Add lead
Leads
| Name | Phone | Source | Status | Notes |
|---|
Add contact
Contacts
| Name | Phone | Type |
|---|
Add deal
Deals
| Title | Amount | Stage | Owner |
|---|
Add task
Tasks
| Task | Due date | Priority | Status |
|---|
Workspace settings
Tenant ID
Login ruleUsername + phone number. Backend version should add OTP or password.
Data ruleEvery record stores tenantId, createdBy, and createdAt for customer-wise isolation.