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Contacts, lists and deals

One record per person with everything that happened, a list you can drive from the keyboard, and a deals board that works on a phone.

Contacts, lists and deals

Steps

  1. Contacts: search, then use the filter chips and the Mine toggle. Arrow keys move between rows, Enter opens a preview, Space selects.
  2. Open a record. The header holds email and phones; the next step stays pinned; one composer adds a note, task, call, email or WhatsApp.
  3. Edit any detail in place: Enter saves, Escape cancels. A refused save is shown and rolled back; a successful one offers Undo.
  4. Deals: drag a card between stages (touch works too), or use the ⋯ menu. The header shows the open pipeline, plain and weighted.
  5. Open a deal to edit every field, see its activity, mark it won or lost (with a reason), or reopen it.

Questions

Why did my save disappear?
It was refused by the server, for example a field you may not change. The message says why and the screen shows what is really saved.
Can I undo a bulk change?
Bulk actions wait 8 seconds before anything is sent. Undo in that window and nothing changes.

Updated 2026-10-02 · llms-full.txt