ContextCore CRM

Admin Health Snapshot

Functionality	What it does	Where to use it
Today Command Center	Shows upcoming meetings, due tasks, stale deals, and missing next steps.	/today
Pipeline Board	Drag-and-drop opportunities across stages and create next-step tasks.	/pipeline
Leads Workspace	Capture leads, qualify status, and convert into opportunity/person/company with follow-up task.	/leads
Contacts And Customers	Manage people and companies; lead intake is routed to the dedicated Leads workspace.	/contacts
Reports Hub	Pipeline, stage-time, forecast bands, signal inbox, and proposal-close metrics.	/reports
Customer Success	Engagement health scoring and renewal risk queue.	/success
Automations	Workflow rule creation, action payloads, and test trigger execution.	/automations
Operations	Policy center, audit explorer, and admin controls.	/operations
Record Timeline	Per-record timeline with notes, tasks, meetings, files, and AI tools.	/records/{type}/{id}
In-record Stage Update	Update opportunity stage directly from inside an opportunity record.	/records/opportunity/{id}
Imports	Upload and validate CSV/XLSX for people, companies, opportunities, and tasks.	/imports
AI Tools	Summarize records, ask grounded questions, and draft follow-up copy.	Record pages