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

CRM

Activities

Tenant-wide unified activity timeline scoped to CRM categories.

What this will do

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

Coming soon
  • Filter by activity category (assessment / booking / proposal / CRM / PSA).
  • Search across all timeline summaries.
  • Per-rep activity attribution once OIDC ships.

Other CRM surfaces

Live or scaffolded surfaces inside this workspace.

Softphone dock placeholder

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

Stub