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Sales

Pre-close execution: leads, prospects, opportunities, proposals, sales bookings, follow-ups, playbooks. Universal CRM records live in CRM.

Sales Home LeadsSoon ProspectsSoon Website Opportunities Opportunities Proposals Follow-ups Sales BookingsSoon Sales PlaybooksSoon Pipeline Sales Resources Closed-Won Handoff

Search companies, contacts, opportunities, tasks, or timeline entriesK

Softphone dock placeholder

Twilio calling stays stubbed in Sprint 0, but the workspace keeps its future footprint.

Stub

Context

Workspace rails

This right panel is reserved for prospect context, AI notes, and linked records for the hero-it tenant.

Tenant-aware workspace shell

SuperOps boundary is visible but read-only for Sprint 0

Twilio softphone stays a dock placeholder in this phase

AI assistant remains a non-functional framing block for now

Sales

Bookings

Pre-close consultation bookings (sales calls). Post-close onboarding bookings live under PSA.

What this will do

Sprint scaffolding only — the route exists so the workspace nav is complete.

Coming soon

List view of upcoming + past consultations grouped by company.
Reschedule / cancel actions wired to the existing public booking links.
SLA + show-rate signals for sales reporting.

Other Sales surfaces

Live or scaffolded surfaces inside this workspace.

Sales Home
LeadsSoon
ProspectsSoon
Website Opportunities
Opportunities
Proposals
Follow-ups
Sales BookingsSoon
Sales PlaybooksSoon
Pipeline
Sales Resources
Closed-Won Handoff