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Not built yet

Stages, sources, requirements, custom fields, templates and branding.

Where this stands

Several of these already exist in the database and are editable only by direct SQL — the screens are what remain.

What it will do

  • Lead stages, sources and requirements — rename safely, by id
  • Custom fields, typed, per business
  • Invoice and quote numbering, terms and bank details
  • Branding: logo, accent colour, timezone and currency
  • Message templates for WhatsApp and email