28 June 2026v0.7.13
CRM customer lanes
Customer-specific CRM lanes now let teams organise pipeline work around key accounts while keeping default department pipelines intact.
New features
- Added CRM customer lanes to the pipeline workspace, so dealerships can create customer-specific sections inside a selected sales channel and department.
- Added lane membership, lane stage configuration, per-lane Deal progress mappings, and personal lane layout preferences for collapsed state, ordering, height, and draft visibility.
- Added draft deal visibility controls in the CRM pipeline so teams can include in-flight write-ups where they are useful without changing the default pipeline view for everyone.
Changes & improvements
- Renamed the pipeline navigation surface to CRM across the shell, command search, quick links, and Companion guidance so the workspace reflects its broader customer follow-up role.
- Updated the pipeline page header, section framing, summary strip, scrolling, and board controls for stacked CRM sections and department-specific pipeline views.
- Kept the Delivered stage reserved for deal status by filtering reserved stage keys from configurable buckets and blocking accidental Delivered bucket creation or assignment.
- Added customer-lane-aware queries and Supabase policies for customer lanes, stages, customer membership, progress overrides, and per-user CRM pipeline preferences.
Bug fixes
- Hardened Companion guidance for restricted financial requests, read-only settings changes, and zero-result answers so it avoids overclaiming or exposing role-restricted rankings.
- Removed an obsolete screenshot artifact from the repository.