Role cookie:Sales Rep· expected here: Sales Rep
Coming in M4

CRM — Pipeline Kanban

Drag opportunities through New → Qualified → Proposal → Negotiation → Won → Lost. When a card lands in Won, a draft work order auto-appears in Dispatch.

  • 6-stage opportunity Kanban with drag-and-drop
  • Lead table with one-click conversion to opportunity
  • Customer 360 page: opportunities + work orders + activity timeline
  • Won-transition triggers WO creation + toast notification

You reached this page from the landing card → that confirms the role-cookie + redirect mechanism works.