CRM developer access

Process liveness

Authenticated API database readiness

Contract and version metadata

Explainable CRM attention queue

Paginated quarantined intake queue

Submit a lead from a website form

Quarantined intake detail and provenance

Browse canonical people

Read a canonical person briefing

Browse canonical organizations

Read a canonical organization briefing

Browse the authoritative commercial pipeline

Read authoritative opportunity detail

Browse assigned CRM work

Read one CRM task (panel record)

Search authorized canonical CRM records

Apply a controlled human CRM record command

Apply an authorized, idempotent intake-review command

Chronological activity timeline for a person

Pipeline funnel: occupancy, flow and dwell per stage

CRM Overview's cards: new leads, follow-ups due, replies waiting, won this month, open deals, deals by stage

Actors who can own work here, with current workload

CRM's navigation, views and actions, filtered to this caller

CRM's scheduling configuration: who it offers for booking

Read one service line (panel record)

Read one meeting length (panel record)

CRM's pipeline configuration: pipelines and the default pipeline's stages

Chronological activity timeline for an opportunity

Chronological activity timeline for an organization

Mark one of the caller's own My day inbox items done, or move it back to the inbox

Today feed: replies owed, next steps, and follow-ups

Today feed: CRM widgets

Pipeline overview: one row per pipeline with stage counts, open value and next step

CRM's access settings: who sees leads and deals, where new leads go, and each person's CRM switch

Where imported rows can land, and the recent imports

Start a new import from one file: its name, row count and column matching

The import's check, progress and result

Rows not imported (before it runs: rows with problems), in file order, 500 at a time

Check one chunk of up to 500 mapped rows and keep them until the import starts

Run the import as a job: contacts or leads, a stage for leads, and what to do with rows matching a contact

Undo the whole import: remove what it created and restore what it changed

To-Do feed: the caller's open follow-ups and next steps

Finish a follow-up or next step

Companies and contacts together, for another app finding a client.

One company or contact as another app may bill or link it.

One deal as another app may invoice it.

Possible matches: CRM records that may be the same as another record, for a person to look at

Decide a possible match: same, different, or undo

Deals won lately, newest first, for an app that bills them.

The caller's dated open work, for a date grid.

Colleagues' dated follow-ups, for a date grid, as each of them shares them.