The contact record

Phone, email, job address, building type, source, what the deal is worth and where it stands, all on one rail beside the thread. Where an internal 3D design exists, the record carries a summary of the actual building rather than a button that says open the estimate. Three screens to see one customer is three screens a rep will not open while somebody is on the phone.

Both rows are always shown and always editable, even when empty — click, type, Enter. They used to be hidden when blank, which meant a contact with no number had no Phone row and no way to add one, and you found out when a text failed.

The questions and answers from the form that created the lead render on the contact, with the campaign and source beside them. Calling a lead back without knowing what they asked about wastes the first thirty seconds of the only conversation you get.

One free-text line has to be guessed back apart, and a guess here quietly puts a building in the wrong jurisdiction. Four fields mean the permit lookup, the crew drive and the delivery all read something clean, and anyone can add or correct it in seconds instead of waiting for the lead form to have collected it.

Chips on the record move between the contact, their pipeline card and their estimate — one person, three views, resolved from a single store so the surfaces cannot disagree. Where no pipeline card exists yet, the chip becomes Send to Pipeline and creates the link from the place you went looking for it.

Source strings arrive in a dozen shapes from forms, imports and manual entry, and each is matched to one brand mark so a list of leads can be scanned for where the work is coming from. A source nobody recognises keeps its original text beside a neutral dot rather than being hidden.