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CRM

Saved Views

Manage saved-view definitions across CRM list pages. Today the seeded views ship as defaults — creation UI is the next slice.

What this will do

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

Coming soon
  • Create / edit / delete custom saved views per entity type.
  • Per-user vs. team-wide visibility toggles.
  • Default-view-per-rep bookmarks.

Other CRM surfaces

Live or scaffolded surfaces inside this workspace.

Seeded views are already applied via the saved-view selector on Companies, Contacts, and Opportunities.

Softphone dock placeholder

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

Stub