Alexa Louise
|
516e55519a
|
Add General CRM + Agency CRM automation and dashboard
- Add Lead-to-Deal Conversion Flow (screen flow)
- Add Policy Renewal Reminder Flow (scheduled, draft)
- Add Commission Auto-Calculate Flow (record-triggered, draft)
- Add BlackRoad CRM Dashboard (Lightning App Page)
- Add sample data loader scripts for all 3 CRMs
- Update permission sets with new object access
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
|
2026-01-11 18:41:38 -06:00 |
|