CRM is in setup mode until real tenant data, provider sync, consent rules, permissions, and audit logging are connected.
Tutorial video coming soon. This placeholder keeps the layout ready — add the embed URL in Admin → Videos.
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Current CRM pages show locked/setup states rather than invented leads, revenue, calls, or pipeline metrics.
A production lead should include consent-safe name, email, phone, source, campaign, landing page, form, booking, and status fields.
Agency owners, editors, client viewers, and approvers need different CRM permissions before live data is exposed.
Email/SMS/WhatsApp follow-up must respect consent, unsubscribe, audit logs, and official sender rules.
Lead quality reports should be generated only after real CRM records and provider attribution are connected.