Commit Graph

2 Commits

Author SHA1 Message Date
Alexa Louise
cbdbf1692b Add BlackRoad CRM enhancements - validation rules, relationships, views, app, and dashboard
- Added 3 validation rules for Company__c (Require Industry, Valid Website, Positive Revenue)
- Created 8 lookup relationship fields connecting CRM objects
- Built 7 list views for Companies, Leads, Deals, Agents, Clients
- Updated 8 custom tabs with appropriate motif icons
- Created BlackRoad CRM Lightning App with unified navigation
- Added CRM Overview Dashboard with bar charts

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2026-01-11 19:46:51 -06:00
Alexa Louise
127d27b60a Add BlackRoad Agency CRM for insurance and real estate
- Agent__c: License, commission rate, hire date, agent type (insurance/RE)
- Policy__c: Type, premium, coverage, carrier, effective/expiration dates
- Listing__c: Property type, beds/baths/sqft, list/sale price, status
- Commission__c: Links to policies/listings, amount, type, payment status
- Client__c: Contact info, client type (buyer/seller/policyholder), source

Objects designed for dual-use: insurance agencies AND real estate brokerages.
Commissions track earnings from both policy sales and property transactions.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2026-01-11 17:56:07 -06:00