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.