@synap-core/workspace-templates 0.5.0 → 0.6.0

package/src/crm.yaml

@@ -1,13 +1,12 @@
 # CRM workspace template
-# AI-generation-friendly YAML. Validated against types.ts at build time.
-# Merged best-of-both: relationship/consulting model (event, task, note, person,
-# campaign, journey, conversation, document, company, deal, client) UNIONed with
-# the validated sales model (company, contact, deal, activity, pipeline).
+# The CRM owns pre-sale work only. A won deal is handed to the operating
+# workspace; this template deliberately does not provision client delivery,
+# playbooks, campaigns, tasks, documents, or automations.
 
 meta:
   slug: crm
   name: CRM
-  description: Sales pipeline and contact management — deals, contacts, companies, clients.
+  description: Sales pipeline and contact management from first contact to handoff.
   icon: handshake
   color: "#6366F1"
   tags:
@@ -16,334 +15,97 @@ meta:
     - pipeline
     - contacts
   isPublic: true
+
 workspace:
   name: CRM
-  description: Sales pipeline and contact management workspace
+  description: A focused pre-sale workspace for contacts, companies, and deals.
   proposalId: crm-v1
   subtype: crm
-  visibility: pod_visible
+  visibility: members
+  crm:
+    surface: pipeline
+    postWin: handoff
   capabilities:
     - crm.pipeline
     - crm.contacts
     - crm.deals
-    - crm.clients
+  sourceRoles:
+    social: consumer
+    crm: provider
+
 profiles:
-  - slug: event
-    displayName: Event
-    icon: calendar
-    color: blue
-    description: ""
+  - slug: person
+    displayName: Person
+    icon: user
+    color: amber
+    description: A prospect, stakeholder, or contact.
     properties:
-      - slug: crmMeetingType
-        label: Meeting Type
-        valueType: string
-        inputType: select
-        enumValues:
-          - discovery
-          - demo
-          - follow-up
-          - closing
-          - internal
-          - other
-      - slug: crmOutcome
-        label: Outcome
+      - slug: email
+        label: Email
         valueType: string
-        inputType: select
-        enumValues:
-          - pending
-          - positive
-          - no-show
-          - rescheduled
-          - cancelled
-      - slug: prepStatus
-        label: Prep Status
+        inputType: text
+      - slug: phone
+        label: Phone
         valueType: string
-        inputType: select
-        enumValues:
-          - not-started
-          - in-progress
-          - complete
-      - slug: contactId
-        label: Contact
+        inputType: text
+      - slug: jobTitle
+        label: Job title
         valueType: string
         inputType: text
-      - slug: dealId
-        label: Deal
+      - slug: company
+        label: Company
         valueType: string
         inputType: text
-      - slug: recordingUrl
-        label: Recording
+      - slug: linkedinUrl
+        label: LinkedIn URL
         valueType: string
         inputType: url
-      - slug: crmNotes
-        label: Private Notes
-        valueType: string
-        inputType: textarea
-      - slug: summary
-        label: AI Summary
-        valueType: string
-        inputType: textarea
-      - slug: nextSteps
-        label: Next Steps
-        valueType: string
-        inputType: textarea
-  - slug: task
-    displayName: Task
-    icon: check-square
-    color: green
-    description: ""
-    properties: []
-  - slug: note
-    displayName: Note
-    icon: file-text
-    color: yellow
-    description: ""
-    properties: []
-  - slug: person
-    displayName: Person
-    icon: user
-    color: amber
-    description: A person — contact or stakeholder.
-    properties:
       - slug: source
         label: Source
         valueType: string
         inputType: text
-      - slug: linkedinUrl
-        label: LinkedIn URL
-        valueType: string
-        inputType: url
+      - slug: icpScore
+        label: ICP score
+        valueType: number
+        inputType: number
       - slug: lastContactDate
-        label: Last Contact Date
+        label: Last contact date
         valueType: date
         inputType: date
       - slug: nextFollowUpDate
-        label: Next Follow-Up Date
+        label: Next follow-up date
         valueType: date
         inputType: date
-      - slug: estimatedValue
-        label: Estimated Value
-        valueType: number
-        inputType: number
-      - slug: icpScore
-        label: ICP Score
-        valueType: number
-        inputType: number
-      - slug: accountManager
-        label: Account Manager
-        valueType: string
-        inputType: text
-      - slug: inlineNote
-        label: Note
+      - slug: nextStep
+        label: Next step
         valueType: string
         inputType: textarea
-      - slug: googleDriveUrl
-        label: Google Drive
-        valueType: string
-        inputType: url
-      - slug: whatsappUrl
-        label: WhatsApp
-        valueType: string
-        inputType: url
-      - slug: telegramUrl
-        label: Telegram
-        valueType: string
-        inputType: url
-  - slug: campaign
-    displayName: Campaign
-    icon: megaphone
-    color: indigo
-    description: A marketing or outreach campaign grouping leads
-    properties:
-      - slug: type
-        label: Type
-        valueType: string
-        inputType: select
-        enumValues:
-          - scoping
-          - outreach
-          - live
-          - partnership
-          - event
-          - other
-      - slug: status
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues:
-          - draft
-          - active
-          - paused
-          - completed
-      - slug: color
-        label: Color
-        valueType: string
-        inputType: text
-      - slug: description
-        label: Description
+      - slug: notes
+        label: Notes
         valueType: string
         inputType: textarea
-      - slug: startDate
-        label: Start Date
-        valueType: date
-        inputType: date
-      - slug: endDate
-        label: End Date
-        valueType: date
-        inputType: date
-  - slug: journey
-    displayName: Journey
-    icon: map
-    color: violet
-    description: A client journey along a consulting service path
-    properties:
-      - slug: pathId
-        label: Path ID
-        valueType: string
-        inputType: text
-      - slug: currentPhase
-        label: Current Phase
-        valueType: string
-        inputType: text
-      - slug: status
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues:
-          - active
-          - completed
-          - paused
-      - slug: startedAt
-        label: Started At
-        valueType: date
-        inputType: date
-      - slug: dealId
-        label: Deal ID
-        valueType: string
-        inputType: text
-      - slug: dealName
-        label: Deal
-        valueType: string
-        inputType: text
-      - slug: personId
-        label: Person ID
-        valueType: string
-        inputType: text
-      - slug: personName
-        label: Person Name
-        valueType: string
-        inputType: text
-      - slug: pathTemplate
-        label: Path Template
-        valueType: string
-        inputType: text
-      - slug: isPathTemplate
-        label: Is Path Template
-        valueType: boolean
-        inputType: checkbox
-  - slug: conversation
-    displayName: Conversation
-    icon: message-circle
-    color: cyan
-    description: Unified messaging thread from any platform
-    properties:
-      - slug: platform
-        label: Platform
-        valueType: string
-        inputType: text
-      - slug: threadId
-        label: Thread ID
-        valueType: string
-        inputType: text
-      - slug: contactEntityId
-        label: Contact
-        valueType: string
-        inputType: text
-      - slug: accountId
-        label: Account
-        valueType: string
-        inputType: text
-      - slug: lastMessageAt
-        label: Last Message
-        valueType: string
-        inputType: text
-      - slug: lastMessagePreview
-        label: Preview
-        valueType: string
-        inputType: text
-      - slug: unread
-        label: Unread
-        valueType: boolean
-        inputType: checkbox
-      - slug: participantExternalId
-        label: Participant ID
-        valueType: string
-        inputType: text
-  - slug: document
-    displayName: Document
-    icon: file-text
-    color: slate
-    description: Proposals, contracts, invoices and other documents
-    properties:
-      - slug: type
-        label: Type
-        valueType: string
-        inputType: select
-        enumValues:
-          - proposal
-          - contract
-          - invoice
-          - other
-      - slug: status
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues:
-          - draft
-          - sent
-          - signed
-          - archived
-      - slug: linkedContactId
-        label: Linked Contact ID
-        valueType: string
-        inputType: text
-      - slug: linkedContactName
-        label: Linked Contact
-        valueType: string
-        inputType: text
-      - slug: linkedCompanyId
-        label: Linked Company ID
-        valueType: string
-        inputType: text
-      - slug: linkedCompanyName
-        label: Linked Company
-        valueType: string
-        inputType: text
-      - slug: isTemplate
-        label: Is Template
-        valueType: boolean
-        inputType: checkbox
+
   - slug: company
     displayName: Company
     icon: building-2
     color: "#10B981"
-    description: Organizations you are selling to, partnering with, or tracking.
+    description: An organisation being qualified or sold to.
     scope: WORKSPACE
     properties:
-      - slug: source
-        label: Source
+      - slug: website
+        label: Website
+        valueType: string
+        inputType: url
+      - slug: domain
+        label: Domain
         valueType: string
         inputType: text
-      - slug: icpFit
-        label: ICP Fit
-        valueType: boolean
-        inputType: checkbox
-      - slug: revenue
-        label: Revenue
+      - slug: industry
+        label: Industry
         valueType: string
         inputType: text
       - slug: companySize
-        label: Company Size
+        label: Company size
         valueType: string
         inputType: select
         enumValues:
@@ -351,89 +113,40 @@ profiles:
           - smb
           - mid-market
           - enterprise
-      - slug: company-status
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues:
-          - Prospect
-          - Active
-          - Customer
-          - Churned
-          - Partner
-      - slug: industry
-        label: Industry
-        valueType: string
-        inputType: select
-        enumValues:
-          - SaaS
-          - Fintech
-          - Healthcare
-          - E-commerce
-          - Media
-          - Consulting
-          - Manufacturing
-          - Other
-      - slug: company-size
-        label: Team Size
-        valueType: string
-        inputType: select
-        enumValues:
-          - 1-10
-          - 11-50
-          - 51-200
-          - 201-500
-          - 500+
-      - slug: arr
-        label: ARR (€)
-        valueType: number
-        inputType: number
-        placeholder: Annual recurring revenue
-      - slug: website
-        label: Website
-        valueType: string
-        inputType: text
-        placeholder: https://...
-        constraints:
-          format: url
       - slug: location
         label: Location
         valueType: string
         inputType: text
-        placeholder: City, Country
-      - slug: health-score
-        label: Health Score
-        valueType: number
-        inputType: number
-        constraints:
-          min: 0
-          max: 100
-      - slug: account-owner
-        label: Account Owner
+      - slug: source
+        label: Source
         valueType: string
         inputType: text
-        placeholder: Owner name
-      - slug: last-contact-date
-        label: Last Contact
+      - slug: icpScore
+        label: ICP score
+        valueType: number
+        inputType: number
+      - slug: lastContactDate
+        label: Last contact date
+        valueType: date
+        inputType: date
+      - slug: nextFollowUpDate
+        label: Next follow-up date
         valueType: date
-      - slug: company-tags
-        label: Tags
-        valueType: array
+        inputType: date
+      - slug: nextStep
+        label: Next step
+        valueType: string
+        inputType: textarea
       - slug: notes
         label: Notes
         valueType: string
-        inputType: text
-        placeholder: Context, history, key info...
-      - slug: employees
-        label: Employee Count
-        valueType: number
-        constraints:
-          min: 0
+        inputType: textarea
+
   - slug: deal
     displayName: Deal
-    icon: trending-up
-    color: "#F59E0B"
-    description: Revenue opportunities moving through your pipeline.
+    icon: git-branch
+    color: violet
+    description: A pre-sale opportunity tracked until won, lost, or handed off.
     scope: WORKSPACE
     properties:
       - slug: dealStage
@@ -449,1849 +162,50 @@ profiles:
           - won
           - lost
           - inactive
-      - slug: source
-        label: Source
-        valueType: string
-        inputType: text
-      - slug: sourceCampaignId
-        label: Source Campaign
-        valueType: string
-        inputType: text
-      - slug: value
-        label: Value
-        valueType: number
-        inputType: number
-      - slug: owner
-        label: Owner
-        valueType: string
-        inputType: text
-      - slug: nextStep
-        label: Next Step
-        valueType: string
-        inputType: textarea
-      - slug: nextFollowUpDate
-        label: Next Follow-Up
-        valueType: date
-        inputType: date
-      - slug: closeDate
-        label: Expected Close
-        valueType: date
-        inputType: date
-      - slug: lostReason
-        label: Lost Reason
-        valueType: string
-        inputType: textarea
-      - slug: description
-        label: Description
-        valueType: string
-        inputType: textarea
-      - slug: stage
-        label: Stage
-        valueType: string
-        inputType: select
-        enumValues:
-          - Prospecting
-          - Qualified
-          - Proposal
-          - Negotiation
-          - Closed Won
-          - Closed Lost
-      - slug: deal-value
-        label: Value (€)
-        valueType: number
-        inputType: number
-        constraints:
-          min: 0
-      - slug: probability
-        label: Win Probability (%)
-        valueType: number
-        inputType: number
-        constraints:
-          min: 0
-          max: 100
-      - slug: close-date
-        label: Expected Close
-        valueType: date
-      - slug: deal-type
-        label: Type
-        valueType: string
-        inputType: select
-        enumValues:
-          - New Business
-          - Expansion
-          - Renewal
-          - Partnership
-      - slug: deal-company
-        label: Company
-        valueType: entity_id
-      - slug: deal-contact
-        label: Primary Contact
-        valueType: entity_id
-      - slug: deal-owner
-        label: Owner
-        valueType: string
-        inputType: text
-        placeholder: Deal owner
-      - slug: next-action
-        label: Next Action
-        valueType: string
-        inputType: text
-        placeholder: What needs to happen next?
-      - slug: next-action-date
-        label: Next Action Date
-        valueType: date
-      - slug: deal-source
-        label: Source
+      - slug: valueType
+        label: Value type
         valueType: string
         inputType: select
         enumValues:
-          - Inbound
-          - Outbound
-          - Referral
-          - Partner
-          - Event
-          - Other
-      - slug: lost-reason
-        label: Lost Reason
-        valueType: string
-        inputType: select
-        enumValues:
-          - Price
-          - Competitor
-          - No Budget
-          - No Need
-          - Timing
-          - Unresponsive
-          - Other
-      - slug: deal-tags
-        label: Tags
-        valueType: array
-      - slug: notes
-        label: Notes
-        valueType: string
-        inputType: textarea
-  - slug: client
-    displayName: Client
-    icon: briefcase
-    color: emerald
-    description: An active commercial relationship — created when a deal is won.
-    properties:
-      - slug: clientStatus
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues:
-          - prospect
-          - active
-          - paused
-          - churned
-      - slug: accountManager
-        label: Account Manager
-        valueType: string
-        inputType: text
-      - slug: engagementStartDate
-        label: Engagement Start
-        valueType: date
-        inputType: date
-      - slug: satisfactionScore
-        label: Satisfaction
+          - fixed
+          - success_fee
+      - slug: value
+        label: Deal value
         valueType: number
         inputType: number
-      - slug: lifetimeValue
-        label: Lifetime Value
+      - slug: expectedClientGain
+        label: Expected client gain
         valueType: number
         inputType: number
-      - slug: notes
-        label: Notes
-        valueType: string
-        inputType: textarea
-      - slug: contractValue
-        label: Contract Value
+      - slug: successFeeRate
+        label: Success fee rate
         valueType: number
         inputType: number
-      - slug: renewalDate
-        label: Renewal Date
+      - slug: closeDate
+        label: Expected close date
         valueType: date
         inputType: date
-      - slug: healthScore
-        label: Health
-        valueType: string
-        inputType: select
-        enumValues:
-          - healthy
-          - at_risk
-          - critical
-  - slug: partner
-    displayName: Partner
-    icon: handshake
-    color: teal
-    description: A partner relationship — both a referral source and a co-delivery collaborator, distinguished by partner type.
-    properties:
-      - slug: partnerStatus
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues:
-          - prospect
-          - active
-          - paused
-          - churned
-      - slug: partnerType
-        label: Partner Type
-        valueType: string
-        inputType: select
-        enumValues:
-          - referral
-          - co-delivery
-          - both
-      - slug: accountManager
-        label: Account Manager
+      - slug: nextStep
+        label: Next step
         valueType: string
-        inputType: text
-      - slug: engagementStartDate
-        label: Engagement Start
-        valueType: date
-        inputType: date
-      - slug: satisfactionScore
-        label: Satisfaction
-        valueType: number
-        inputType: number
-      - slug: lifetimeValue
-        label: Lifetime Value
-        valueType: number
-        inputType: number
-      - slug: notes
+        inputType: textarea
+      - slug: description
         label: Notes
         valueType: string
         inputType: textarea
-      - slug: contractValue
-        label: Contract Value
-        valueType: number
-        inputType: number
-      - slug: renewalDate
-        label: Renewal Date
-        valueType: date
-        inputType: date
-      - slug: healthScore
-        label: Health
-        valueType: string
-        inputType: select
-        enumValues:
-          - healthy
-          - at_risk
-          - critical
-  - slug: contact
-    displayName: Contact
-    icon: user
-    color: "#6366F1"
-    description: People you interact with — leads, champions, decision-makers, partners.
-    scope: WORKSPACE
-    properties:
-      - slug: contact-role
-        label: Role
-        valueType: string
-        inputType: select
-        enumValues:
-          - Lead
-          - Champion
-          - Decision Maker
-          - Influencer
-          - Partner
-          - Advisor
-          - Other
-      - slug: contact-status
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues:
-          - Active
-          - Nurturing
-          - Cold
-          - Unresponsive
-          - Converted
-          - Archived
-      - slug: job-title
-        label: Job Title
-        valueType: string
-        inputType: text
-        placeholder: e.g. Head of Product
-      - slug: company-name
-        label: Company
-        valueType: entity_id
-      - slug: email
-        label: Email
-        valueType: string
-        inputType: text
-        placeholder: name@company.com
-        constraints:
-          format: email
-      - slug: phone
-        label: Phone
-        valueType: string
-        inputType: text
-        placeholder: +33 6...
-      - slug: linkedin
-        label: LinkedIn
-        valueType: string
-        inputType: text
-        placeholder: https://linkedin.com/in/...
-        constraints:
-          format: url
-      - slug: lead-score
-        label: Lead Score
-        valueType: number
-        inputType: number
-        constraints:
-          min: 0
-          max: 100
-      - slug: contact-source
-        label: Source
-        valueType: string
-        inputType: select
-        enumValues:
-          - Inbound
-          - Outbound
-          - Referral
-          - Event
-          - LinkedIn
-          - Cold Email
-          - Other
-      - slug: contact-owner
-        label: Owner
-        valueType: string
-        inputType: text
-        placeholder: Assigned team member
-      - slug: last-interaction
-        label: Last Interaction
-        valueType: date
-      - slug: contact-tags
-        label: Tags
-        valueType: array
-      - slug: role
-        label: Role / Title
-        valueType: string
-      - slug: department
-        label: Department
-        valueType: string
-      - slug: source
-        label: Lead Source
-        valueType: string
-        inputType: select
-        enumValues:
-          - referral
-          - website
-          - event
-          - cold-outreach
-          - other
-      - slug: last-contacted
-        label: Last Contacted
-        valueType: date
-  - slug: activity
-    displayName: Activity
-    icon: message-square
-    color: "#06B6D4"
-    description: Interactions and touchpoints — calls, emails, meetings, notes.
-    scope: WORKSPACE
-    properties:
-      - slug: activity-type
-        label: Type
-        valueType: string
-        inputType: select
-        enumValues:
-          - Call
-          - Email
-          - Meeting
-          - Demo
-          - Follow-up
-          - Note
-          - Proposal Sent
-          - Contract Sent
-      - slug: activity-date
-        label: Date
-        valueType: date
-      - slug: activity-status
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues:
-          - Planned
-          - Completed
-          - Cancelled
-          - No Show
-      - slug: activity-outcome
-        label: Outcome
-        valueType: string
-        inputType: select
-        enumValues:
-          - Positive
-          - Neutral
-          - Negative
-          - Pending
-      - slug: related-company
-        label: Company
-        valueType: entity_id
-      - slug: related-contact
-        label: Contact
-        valueType: entity_id
-      - slug: related-deal
-        label: Deal
-        valueType: entity_id
-      - slug: activity-owner
-        label: Owner
-        valueType: string
-        inputType: text
-        placeholder: Who ran this activity?
-      - slug: summary
-        label: Summary
-        valueType: string
-        inputType: text
-        placeholder: What happened? Key takeaways...
-      - slug: duration-min
-        label: Duration (min)
-        valueType: number
-        inputType: number
-        constraints:
-          min: 0
-  - slug: pipeline
-    displayName: Pipeline
-    icon: layers
-    color: "#8B5CF6"
-    description: Named pipelines and their stage configurations for different sales motions.
-    scope: WORKSPACE
-    properties:
-      - slug: pipeline-status
-        label: Status
-        valueType: string
-        inputType: select
-        enumValues:
-          - Active
-          - Paused
-          - Archived
-      - slug: pipeline-type
-        label: Type
+      - slug: handoffStatus
+        label: Handoff status
         valueType: string
         inputType: select
         enumValues:
-          - New Business
-          - Expansion
-          - Renewal
-          - Partnerships
-      - slug: total-value
-        label: Total Pipeline Value (€)
-        valueType: number
-        inputType: number
-      - slug: deal-count
-        label: Open Deals
-        valueType: number
-        inputType: number
-      - slug: avg-cycle-days
-        label: Avg. Cycle (days)
-        valueType: number
-        inputType: number
-      - slug: win-rate
-        label: Win Rate (%)
-        valueType: number
-        inputType: number
-        constraints:
-          min: 0
-          max: 100
-      - slug: pipeline-owner
-        label: Owner
-        valueType: string
-        inputType: text
-      - slug: quarter-target
-        label: Quarter Target (€)
-        valueType: number
-        inputType: number
-views:
-  - name: Pipeline
-    type: kanban
-    scopeProfileSlug: deal
-    config:
-      groupBy: dealStage
-      cardFields:
-        - value
-        - owner
-        - source
-        - nextFollowUpDate
-  - name: Deals
-    type: table
-    scopeProfileSlug: deal
-    config:
-      columns:
-        - title
-        - dealStage
-        - value
-        - owner
-        - source
-        - closeDate
-        - nextFollowUpDate
-  - name: People
-    type: table
-    scopeProfileSlug: person
-    config:
-      columns:
-        - title
-        - company
-        - email
-        - icpScore
-        - nextFollowUpDate
-  - name: Activity
-    type: list
-    scopeProfileSlugs:
-      - event
-      - task
-      - note
-    config:
-      sortBy: createdAt
-      sortDir: desc
-  - name: Campaigns
-    type: table
-    scopeProfileSlug: campaign
-    config:
-      columns:
-        - title
-        - type
-        - status
-        - startDate
-        - endDate
-  - name: Journeys
-    type: table
-    scopeProfileSlug: journey
-    config:
-      columns:
-        - title
-        - pathId
-        - currentPhase
-        - status
-        - startedAt
-        - dealName
-  - name: Tasks
-    type: list
-    scopeProfileSlug: task
-    config:
-      sortBy: createdAt
-      sortDir: desc
-  - name: Documents
-    type: table
-    scopeProfileSlug: document
-    config:
-      columns:
-        - title
-        - type
-        - status
-        - linkedContactName
-        - linkedCompanyName
-  - name: Clients
-    type: table
-    scopeProfileSlug: client
-    config:
-      columns:
-        - title
-        - clientStatus
-        - accountManager
-        - engagementStartDate
-        - lifetimeValue
-  - name: Pipeline Board
-    type: kanban
-    scopeProfileSlug: deal
-    config:
-      groupByField: stage
-      cardFields:
-        - deal-value
-        - deal-company
-        - deal-contact
-        - close-date
-        - probability
-  - name: All Deals
-    type: table
-    scopeProfileSlug: deal
-    config:
-      visibleColumns:
-        - stage
-        - deal-value
-        - probability
-        - close-date
-        - deal-company
-        - deal-owner
-        - next-action
-        - deal-type
-      defaultSort:
-        field: close-date
-        direction: asc
-      rowHeight: default
-  - name: Deal Timeline
-    type: timeline
-    scopeProfileSlug: deal
-    config:
-      timeField: close-date
-      groupByField: stage
-  - name: Contacts
-    type: table
-    scopeProfileSlug: contact
-    config:
-      visibleColumns:
-        - contact-role
-        - contact-status
-        - job-title
-        - company-name
-        - email
-        - lead-score
-        - last-interaction
-        - contact-owner
-      defaultSort:
-        field: lead-score
-        direction: desc
-      rowHeight: default
-  - name: Contacts Board
-    type: kanban
-    scopeProfileSlug: contact
-    config:
-      groupByField: contact-status
-      cardFields:
-        - contact-role
-        - job-title
-        - company-name
-        - lead-score
-  - name: Companies
-    type: table
-    scopeProfileSlug: company
-    config:
-      visibleColumns:
-        - company-status
-        - industry
-        - company-size
-        - arr
-        - health-score
-        - account-owner
-        - last-contact-date
-        - location
-      defaultSort:
-        field: arr
-        direction: desc
-      rowHeight: default
-  - name: Companies Board
-    type: kanban
-    scopeProfileSlug: company
-    config:
-      groupByField: company-status
-      cardFields:
-        - industry
-        - company-size
-        - arr
-        - account-owner
-  - name: Activity Log
-    type: table
-    scopeProfileSlug: activity
-    config:
-      visibleColumns:
-        - activity-type
-        - activity-date
-        - activity-status
-        - activity-outcome
-        - related-company
-        - related-contact
-        - related-deal
-        - activity-owner
-      defaultSort:
-        field: activity-date
-        direction: desc
-      rowHeight: compact
-  - name: Activity Calendar
-    type: calendar
-    scopeProfileSlug: activity
-    config:
-      dateField: activity-date
-      colorField: activity-type
-  - name: Relationship Graph
-    type: graph
-    scopeProfileSlugs:
-      - company
-      - contact
-      - deal
-    config:
-      layout: force
-      showRelations: true
-  - name: Pipelines
-    type: table
-    scopeProfileSlug: pipeline
-    config:
-      visibleColumns:
-        - pipeline-status
-        - pipeline-type
-        - total-value
-        - deal-count
-        - win-rate
-        - avg-cycle-days
-        - quarter-target
-        - pipeline-owner
-      rowHeight: default
-  - name: Deal
-    type: bento
-    scopeProfileSlug: deal
-    config:
-      layout: bento
-      blocks:
-        - id: deal-header
-          kind: widget
-          widgetType: section-header
-          pos:
-            x: 0
-            "y": 0
-            w: 12
-            h: 2
-          config:
-            title: Deals
-            icon: TrendingUp
-            color: "#F59E0B"
-            profileSlug: deal
-        - id: deal-count
-          kind: widget
-          widgetType: stat-card
-          pos:
-            x: 0
-            "y": 2
-            w: 3
-            h: 3
-          config:
-            label: Total Deals
-            aggregation: count
-            profileSlug: deal
-            color: "#F59E0B"
-        - id: deal-value
-          kind: widget
-          widgetType: stat-card
-          pos:
-            x: 3
-            "y": 2
-            w: 3
-            h: 3
-          config:
-            label: Pipeline Value
-            aggregation: sum
-            field: deal-value
-            profileSlug: deal
-            color: "#F59E0B"
-        - id: deal-pipeline
-          kind: view
-          viewName: Pipeline Board
-          pos:
-            x: 0
-            "y": 9
-            w: 12
-            h: 8
-        - id: deal-all
-          kind: view
-          viewName: All Deals
-          pos:
-            x: 0
-            "y": 19
-            w: 12
-            h: 8
-        - id: deal-spotlight
-          kind: widget
-          widgetType: entity-spotlight
-          pos:
-            x: 0
-            "y": 5
-            w: 5
-            h: 4
-          config:
-            profileSlug: deal
-            seed: daily
-            layout: detail
-            subtitleField: stage
-            color: "#F59E0B"
-        - id: deal-activities
-          kind: widget
-          widgetType: entity-list
-          pos:
-            x: 5
-            "y": 5
-            w: 7
-            h: 4
-          config:
-            profileSlug: activity
-            title: Recent Activities
-            limit: 6
-            variant: compact
-      breakpoints:
-        lg:
-          cols: 12
-          rowHeight: 60
-          gap: 12
-        md:
-          cols: 10
-          rowHeight: 60
-          gap: 12
-        sm:
-          cols: 6
-          rowHeight: 60
-          gap: 12
-        xs:
-          cols: 4
-          rowHeight: 60
-          gap: 12
-        xxs:
-          cols: 2
-          rowHeight: 60
-          gap: 12
-  - name: Contact
-    type: bento
-    scopeProfileSlug: contact
-    config:
-      layout: bento
-      blocks:
-        - id: contact-header
-          kind: widget
-          widgetType: section-header
-          pos:
-            x: 0
-            "y": 0
-            w: 12
-            h: 2
-          config:
-            title: Contacts
-            icon: User
-            color: "#6366F1"
-            profileSlug: contact
-        - id: contact-count
-          kind: widget
-          widgetType: stat-card
-          pos:
-            x: 0
-            "y": 2
-            w: 3
-            h: 3
-          config:
-            label: Total Contacts
-            aggregation: count
-            profileSlug: contact
-            color: "#6366F1"
-        - id: contact-board
-          kind: view
-          viewName: Contacts Board
-          pos:
-            x: 0
-            "y": 9
-            w: 12
-            h: 8
-        - id: contact-table
-          kind: view
-          viewName: Contacts
-          pos:
-            x: 0
-            "y": 19
-            w: 12
-            h: 8
-        - id: contact-mentors
-          kind: widget
-          widgetType: entity-count
-          pos:
-            x: 3
-            "y": 2
-            w: 3
-            h: 3
-          config:
-            profileSlug: contact
-            label: Mentors
-            icon: Star
-            filter:
-              relationship: mentor
-            color: "#6366F1"
-        - id: contact-colleagues
-          kind: widget
-          widgetType: entity-count
-          pos:
-            x: 6
-            "y": 2
-            w: 3
-            h: 3
-          config:
-            profileSlug: contact
-            label: Colleagues
-            icon: Users
-            filter:
-              relationship: colleague
-            color: "#8B5CF6"
-        - id: contact-spotlight
-          kind: widget
-          widgetType: entity-spotlight
-          pos:
-            x: 0
-            "y": 5
-            w: 6
-            h: 4
-          config:
-            profileSlug: contact
-            seed: random
-            layout: detail
-            subtitleField: company
-            color: "#6366F1"
-        - id: contact-deals
-          kind: widget
-          widgetType: entity-list
-          pos:
-            x: 6
-            "y": 5
-            w: 6
-            h: 4
-          config:
-            profileSlug: deal
-            title: Recent Deals
-            limit: 6
-            variant: compact
-      breakpoints:
-        lg:
-          cols: 12
-          rowHeight: 60
-          gap: 12
-        md:
-          cols: 10
-          rowHeight: 60
-          gap: 12
-        sm:
-          cols: 6
-          rowHeight: 60
-          gap: 12
-        xs:
-          cols: 4
-          rowHeight: 60
-          gap: 12
-        xxs:
-          cols: 2
-          rowHeight: 60
-          gap: 12
-  - name: Company
-    type: bento
-    scopeProfileSlug: company
-    config:
-      layout: bento
-      blocks:
-        - id: company-header
-          kind: widget
-          widgetType: section-header
-          pos:
-            x: 0
-            "y": 0
-            w: 12
-            h: 2
-          config:
-            title: Companies
-            icon: Building2
-            color: "#10B981"
-            profileSlug: company
-        - id: company-count
-          kind: widget
-          widgetType: stat-card
-          pos:
-            x: 0
-            "y": 2
-            w: 3
-            h: 3
-          config:
-            label: Total Companies
-            aggregation: count
-            profileSlug: company
-            color: "#10B981"
-        - id: company-board
-          kind: view
-          viewName: Companies Board
-          pos:
-            x: 0
-            "y": 9
-            w: 12
-            h: 8
-        - id: company-table
-          kind: view
-          viewName: Companies
-          pos:
-            x: 0
-            "y": 19
-            w: 12
-            h: 8
-        - id: company-active-deals
-          kind: widget
-          widgetType: entity-count
-          pos:
-            x: 3
-            "y": 2
-            w: 3
-            h: 3
-          config:
-            profileSlug: deal
-            label: Active Deals
-            icon: TrendingUp
-            filter:
-              stage: negotiation
-            color: "#10B981"
-        - id: company-key-contacts
-          kind: widget
-          widgetType: entity-count
-          pos:
-            x: 6
-            "y": 2
-            w: 3
-            h: 3
-          config:
-            profileSlug: contact
-            label: Key Contacts
-            icon: Users
-            color: "#6366F1"
-        - id: company-contacts
-          kind: widget
-          widgetType: entity-list
-          pos:
-            x: 0
-            "y": 5
-            w: 6
-            h: 4
-          config:
-            profileSlug: contact
-            title: Contacts
-            limit: 6
-            variant: compact
-        - id: company-deals
-          kind: widget
-          widgetType: entity-list
-          pos:
-            x: 6
-            "y": 5
-            w: 6
-            h: 4
-          config:
-            profileSlug: deal
-            title: Deals
-            limit: 6
-            variant: compact
-      breakpoints:
-        lg:
-          cols: 12
-          rowHeight: 60
-          gap: 12
-        md:
-          cols: 10
-          rowHeight: 60
-          gap: 12
-        sm:
-          cols: 6
-          rowHeight: 60
-          gap: 12
-        xs:
-          cols: 4
-          rowHeight: 60
-          gap: 12
-        xxs:
-          cols: 2
-          rowHeight: 60
-          gap: 12
-  - name: Activity Overview
-    type: bento
-    scopeProfileSlug: activity
-    config:
-      layout: bento
-      blocks:
-        - id: activity-header
-          kind: widget
-          widgetType: section-header
-          pos:
-            x: 0
-            "y": 0
-            w: 12
-            h: 2
-          config:
-            title: Activities
-            icon: MessageSquare
-            color: "#06B6D4"
-            profileSlug: activity
-        - id: activity-count
-          kind: widget
-          widgetType: stat-card
-          pos:
-            x: 0
-            "y": 2
-            w: 3
-            h: 3
-          config:
-            label: Total Activities
-            aggregation: count
-            profileSlug: activity
-            color: "#06B6D4"
-        - id: activity-log
-          kind: view
-          viewName: Activity Log
-          pos:
-            x: 0
-            "y": 9
-            w: 12
-            h: 8
-        - id: activity-cal
-          kind: view
-          viewName: Activity Calendar
-          pos:
-            x: 0
-            "y": 19
-            w: 12
-            h: 8
-        - id: activity-this-week
-          kind: widget
-          widgetType: entity-count
-          pos:
-            x: 3
-            "y": 2
-            w: 3
-            h: 3
-          config:
-            profileSlug: activity
-            label: This Week
-            icon: Calendar
-            color: "#10B981"
-        - id: activity-overdue
-          kind: widget
-          widgetType: entity-count
-          pos:
-            x: 6
-            "y": 2
-            w: 3
-            h: 3
-          config:
-            profileSlug: activity
-            label: Overdue
-            icon: AlertCircle
-            color: "#EF4444"
-        - id: activity-recent
-          kind: widget
-          widgetType: entity-list
-          pos:
-            x: 0
-            "y": 5
-            w: 12
-            h: 4
-          config:
-            profileSlug: activity
-            title: Recent Activities
-            limit: 8
-            variant: detailed
-      breakpoints:
-        lg:
-          cols: 12
-          rowHeight: 60
-          gap: 12
-        md:
-          cols: 10
-          rowHeight: 60
-          gap: 12
-        sm:
-          cols: 6
-          rowHeight: 60
-          gap: 12
-        xs:
-          cols: 4
-          rowHeight: 60
-          gap: 12
-        xxs:
-          cols: 2
-          rowHeight: 60
-          gap: 12
+          - pending
+          - ready
+          - handed_off
+
 entityLinks:
-  - sourceProfileSlug: contact
-    targetProfileSlug: company
-    type: works_at
-  - sourceProfileSlug: deal
-    targetProfileSlug: company
-    type: belongs_to
-  - sourceProfileSlug: deal
-    targetProfileSlug: contact
-    type: assigned_to
-  - sourceProfileSlug: activity
+  - sourceProfileSlug: person
+    targetProfileSlug: deal
+    type: linked_to_deal
+  - sourceProfileSlug: company
     targetProfileSlug: deal
-    type: for
-  - sourceProfileSlug: activity
-    targetProfileSlug: contact
-    type: with
-  - sourceProfileSlug: activity
-    targetProfileSlug: company
-    type: at
-  - sourceProfileSlug: deal
-    targetProfileSlug: pipeline
-    type: belongs_to
-  - sourceProfileSlug: client
-    targetProfileSlug: company
-    type: belongs_to
-  - sourceProfileSlug: client
-    targetProfileSlug: contact
-    type: primary_contact
-  - sourceProfileSlug: partner
-    targetProfileSlug: company
-    type: works_with
-  - sourceProfileSlug: partner
-    targetProfileSlug: contact
-    type: primary_contact
-  - sourceProfileSlug: partner
-    targetProfileSlug: client
-    type: refers
-displayTemplates:
-  - name: Deal Card
-    description: Sales deal with pipeline stage, value, probability, and linked company
-    entityType: deal
-    targetType: entity
-    isDefault: true
-    config:
-      layout:
-        structure:
-          header:
-            enabled: true
-            slots:
-              - stage
-              - deal-value
-            layout: horizontal
-          sidebar:
-            enabled: true
-            slots:
-              - deal-company
-              - deal-contact
-              - deal-owner
-              - close-date
-              - next-action-date
-            position: right
-            width: 280px
-            layout: vertical
-          content:
-            enabled: true
-            slots:
-              - probability
-              - deal-type
-              - next-action
-              - deal-source
-            layout: vertical
-        fieldMapping:
-          stage:
-            slot: stage
-            renderer:
-              type: badge
-              size: md
-            showLabel: false
-            order: 1
-          deal-value:
-            slot: deal-value
-            renderer:
-              type: number
-              format: currency
-              size: lg
-            label: Value
-            order: 2
-          probability:
-            slot: probability
-            renderer:
-              type: progress
-              size: sm
-            label: Win probability
-            showLabel: true
-            order: 3
-          close-date:
-            slot: close-date
-            renderer:
-              type: date
-              format: relative
-            label: Close date
-            showLabel: true
-            order: 4
-          next-action-date:
-            slot: next-action-date
-            renderer:
-              type: date
-              format: relative
-            label: Next action
-            showLabel: true
-            order: 5
-      colors:
-        accent: "#F59E0B"
-      styling:
-        borderRadius: 10px
-  - name: Company Profile
-    description: Account with status, health score, and key metrics
-    entityType: company
-    targetType: entity
-    isDefault: true
-    config:
-      layout:
-        structure:
-          header:
-            enabled: true
-            slots:
-              - company-status
-              - industry
-            layout: horizontal
-          sidebar:
-            enabled: true
-            slots:
-              - company-size
-              - location
-              - website
-              - account-owner
-              - last-contact-date
-            position: right
-            width: 260px
-            layout: vertical
-          content:
-            enabled: true
-            slots:
-              - arr
-              - health-score
-              - notes
-            layout: vertical
-        fieldMapping:
-          company-status:
-            slot: company-status
-            renderer:
-              type: badge
-              size: md
-            showLabel: false
-            order: 1
-          industry:
-            slot: industry
-            renderer:
-              type: badge
-              variant: muted
-              size: sm
-            showLabel: false
-            order: 2
-          arr:
-            slot: arr
-            renderer:
-              type: number
-              format: currency
-              size: lg
-            label: ARR
-            showLabel: true
-            order: 3
-          health-score:
-            slot: health-score
-            renderer:
-              type: progress
-              size: sm
-            label: Health score
-            showLabel: true
-            order: 4
-          last-contact-date:
-            slot: last-contact-date
-            renderer:
-              type: date
-              format: relative
-            label: Last contact
-            showLabel: true
-            order: 5
-      colors:
-        accent: "#10B981"
-      styling:
-        borderRadius: 10px
-  - name: Contact Card
-    description: Contact with role, lead score, and company link
-    entityType: contact
-    targetType: entity
-    isDefault: true
-    config:
-      layout:
-        structure:
-          header:
-            enabled: true
-            slots:
-              - contact-role
-              - contact-status
-            layout: horizontal
-          sidebar:
-            enabled: true
-            slots:
-              - company-name
-              - email
-              - phone
-              - linkedin
-              - last-interaction
-            position: right
-            width: 260px
-            layout: vertical
-          content:
-            enabled: true
-            slots:
-              - job-title
-              - lead-score
-              - contact-source
-              - contact-owner
-            layout: vertical
-        fieldMapping:
-          contact-role:
-            slot: contact-role
-            renderer:
-              type: badge
-              size: md
-            showLabel: false
-            order: 1
-          contact-status:
-            slot: contact-status
-            renderer:
-              type: badge
-              variant: muted
-              size: sm
-            showLabel: false
-            order: 2
-          lead-score:
-            slot: lead-score
-            renderer:
-              type: progress
-              size: sm
-            label: Lead score
-            showLabel: true
-            order: 3
-          last-interaction:
-            slot: last-interaction
-            renderer:
-              type: date
-              format: relative
-            label: Last interaction
-            showLabel: true
-            order: 4
-          email:
-            slot: email
-            renderer:
-              type: link
-              size: sm
-            showLabel: false
-            order: 5
-      colors:
-        accent: "#6366F1"
-      styling:
-        borderRadius: 10px
-  - name: Activity Log
-    description: Activity with type, outcome, and linked deal
-    entityType: activity
-    targetType: entity
-    isDefault: true
-    config:
-      layout:
-        structure:
-          header:
-            enabled: true
-            slots:
-              - activity-type
-              - activity-status
-              - activity-outcome
-            layout: horizontal
-          sidebar:
-            enabled: true
-            slots:
-              - related-company
-              - related-contact
-              - related-deal
-              - activity-date
-              - duration-min
-            position: right
-            width: 260px
-            layout: vertical
-          content:
-            enabled: true
-            slots:
-              - summary
-            layout: vertical
-        fieldMapping:
-          activity-type:
-            slot: activity-type
-            renderer:
-              type: badge
-              size: md
-            showLabel: false
-            order: 1
-          activity-status:
-            slot: activity-status
-            renderer:
-              type: badge
-              variant: muted
-              size: sm
-            showLabel: false
-            order: 2
-          activity-outcome:
-            slot: activity-outcome
-            renderer:
-              type: badge
-              variant: muted
-              size: sm
-            label: Outcome
-            showLabel: true
-            order: 3
-          activity-date:
-            slot: activity-date
-            renderer:
-              type: date
-              format: relative
-            label: Date
-            showLabel: true
-            order: 4
-          duration-min:
-            slot: duration-min
-            renderer:
-              type: number
-              size: sm
-            label: Duration (min)
-            showLabel: true
-            order: 5
-      colors:
-        accent: "#06B6D4"
-      styling:
-        borderRadius: 10px
-profileEntityBentoTemplates:
-  deal:
-    blocks:
-      - id: entity-header
-        kind: widget
-        widgetType: entity-header
-        pos:
-          x: 0
-          "y": 0
-          w: 12
-          h: 2
-      - id: entity-props
-        kind: widget
-        widgetType: entity-properties
-        pos:
-          x: 0
-          "y": 2
-          w: 4
-          h: 8
-      - id: entity-content
-        kind: widget
-        widgetType: entity-content
-        pos:
-          x: 4
-          "y": 2
-          w: 8
-          h: 4
-      - id: entity-rel
-        kind: widget
-        widgetType: entity-content
-        pos:
-          x: 4
-          "y": 6
-          w: 8
-          h: 4
-  contact:
-    blocks:
-      - id: entity-header
-        kind: widget
-        widgetType: entity-header
-        pos:
-          x: 0
-          "y": 0
-          w: 12
-          h: 2
-      - id: entity-props
-        kind: widget
-        widgetType: entity-properties
-        pos:
-          x: 0
-          "y": 2
-          w: 4
-          h: 8
-      - id: entity-content
-        kind: widget
-        widgetType: entity-content
-        pos:
-          x: 4
-          "y": 2
-          w: 8
-          h: 4
-      - id: entity-rel
-        kind: widget
-        widgetType: entity-content
-        pos:
-          x: 4
-          "y": 6
-          w: 8
-          h: 4
-  company:
-    blocks:
-      - id: entity-header
-        kind: widget
-        widgetType: entity-header
-        pos:
-          x: 0
-          "y": 0
-          w: 12
-          h: 2
-      - id: entity-props
-        kind: widget
-        widgetType: entity-properties
-        pos:
-          x: 0
-          "y": 2
-          w: 4
-          h: 8
-      - id: entity-content
-        kind: widget
-        widgetType: entity-content
-        pos:
-          x: 4
-          "y": 2
-          w: 8
-          h: 4
-      - id: entity-rel
-        kind: widget
-        widgetType: entity-content
-        pos:
-          x: 4
-          "y": 6
-          w: 8
-          h: 4
-  activity:
-    blocks:
-      - id: entity-header
-        kind: widget
-        widgetType: entity-header
-        pos:
-          x: 0
-          "y": 0
-          w: 12
-          h: 2
-      - id: entity-props
-        kind: widget
-        widgetType: entity-properties
-        pos:
-          x: 0
-          "y": 2
-          w: 4
-          h: 6
-      - id: entity-content
-        kind: widget
-        widgetType: entity-content
-        pos:
-          x: 4
-          "y": 2
-          w: 8
-          h: 6
-app:
-  kind: stored
-  cellKey: entity-detail
-layout:
-  defaultView: Pipeline
-  defaultApp: null
-  pinnedApps:
-    - dashboard
-    - data
-  sidebarItems:
-    - kind: view
-      viewName: Pipeline
-      label: Pipeline
-      icon: git-branch
-    - kind: view
-      viewName: People
-      label: People
-      icon: users
-    - kind: view
-      viewName: Companies
-      label: Companies
-      icon: building-2
-    - kind: view
-      viewName: Deals
-      label: Deals
-      icon: handshake
-    - kind: view
-      viewName: Clients
-      label: Clients
-      icon: briefcase
-    - kind: view
-      viewName: Campaigns
-      label: Campaigns
-      icon: megaphone
-    - kind: view
-      viewName: Journeys
-      label: Journeys
-      icon: map
-    - kind: view
-      viewName: Tasks
-      label: Tasks
-      icon: check-square
-    - kind: view
-      viewName: Activity
-      label: Activity
-      icon: activity
-    - kind: view
-      viewName: Documents
-      label: Documents
-      icon: file-text
-bento:
-  blocks:
-    - kind: widget
-      widgetType: welcome-header
-      pos:
-        x: 0
-        "y": 0
-        w: 12
-        h: 2
-    - kind: widget
-      widgetType: entity-count
-      pos:
-        x: 0
-        "y": 2
-        w: 3
-        h: 2
-      config:
-        profileSlug: deal
-        label: Open Deals
-    - kind: widget
-      widgetType: entity-count
-      pos:
-        x: 3
-        "y": 2
-        w: 3
-        h: 2
-      config:
-        profileSlug: contact
-        label: Contacts
-    - kind: widget
-      widgetType: entity-count
-      pos:
-        x: 6
-        "y": 2
-        w: 3
-        h: 2
-      config:
-        profileSlug: company
-        label: Companies
-    - kind: widget
-      widgetType: entity-count
-      pos:
-        x: 9
-        "y": 2
-        w: 3
-        h: 2
-      config:
-        profileSlug: activity
-        label: Activities
-    - kind: widget
-      widgetType: entity-list
-      pos:
-        x: 0
-        "y": 4
-        w: 6
-        h: 4
-      config:
-        profileSlug: deal
-        title: Hot Deals
-        limit: 8
-        variant: detailed
-    - kind: widget
-      widgetType: entity-list
-      pos:
-        x: 6
-        "y": 4
-        w: 6
-        h: 4
-      config:
-        profileSlug: contact
-        title: Top Contacts
-        limit: 8
-        variant: compact
-    - kind: widget
-      widgetType: entity-list
-      pos:
-        x: 0
-        "y": 8
-        w: 4
-        h: 4
-      config:
-        profileSlug: company
-        title: Key Accounts
-        limit: 6
-        variant: compact
-    - kind: widget
-      widgetType: feed
-      pos:
-        x: 4
-        "y": 8
-        w: 4
-        h: 4
-    - kind: widget
-      widgetType: calendar
-      pos:
-        x: 8
-        "y": 8
-        w: 4
-        h: 4
-integrations:
-  - templateKey: nango-google
-onboarding:
-  goal: Capture the user's sales pipeline shape, their key accounts/contacts, and how they qualify and move deals — so the CRM reflects their real revenue motion, not a generic template.
-  framing: "Act as a sharp revenue/sales-ops lead. Tease out how they actually sell: who they sell to, what stages a deal moves through, where leads come from, and what 'qualified' means to them. Translate their words into pipeline config, companies, contacts, and deals."
-  expertise:
-    starters:
-      - >
-        Don't ask for stages on a blank slate — infer the motion first and propose
-        a default pipeline for it. PLG: Signup → Activated → PQL → Expansion.
-        Sales-led: Discovery → Qualified → Demo → Proposal → Negotiation → Closed.
-        Agency/retainer: Lead → Scoping → Proposal → Won → Delivery. Offer the one
-        that fits and let them cut stages, rather than starting from nothing.
-      - >
-        Define every stage by a BUYER action, not a seller activity — "Demo booked"
-        or "Security review passed", not "Following up" or "Sent email". Seller-verb
-        stages are why pipelines rot: they describe effort, not progress. If they
-        name an activity stage, reflect it back as the buyer commitment it's meant
-        to prove.
-      - >
-        Anchor qualification to a named framework, don't leave "qualified" as a
-        feeling. Propose BANT for transactional deals or MEDDIC for enterprise, then
-        make the exit criteria out of it — e.g. a deal can't leave Qualified without
-        a known budget, an identified economic buyer, and a compelling event.
-    blindSpots:
-      - >
-        The "everything is 'in progress'" pipeline. If most deals sit in middle
-        stages with no close date or next step, that's not a pipeline, it's a
-        graveyard — hygiene has collapsed. Push for a next step + a date on every
-        open deal, and be willing to mark the dead ones lost.
-      - >
-        A stage with no exit criteria is a wish, not a stage. If they can't tell you
-        the ONE thing that must be true to advance a deal, the stage is theater.
-        Force a crisp gate for each — what the buyer must have done to move forward.
-      - >
-        Founders track deal value but not the two numbers that actually predict
-        revenue: win rate by stage and average sales-cycle length. Without them you
-        can't forecast or spot where deals stall. Surface both early even if the
-        first answer is a rough guess.
-    bar: >
-      The pipeline stages mirror how a buyer actually commits (not how the rep works
-      their day), each stage has a one-line exit gate, "qualified" maps to a real
-      framework, and every live deal on the board has an owner, a value, a next step,
-      and a close date — so a glance at the board tells the truth about revenue.
-  collect:
-    - profileSlug: pipeline
-      what: Their real deal stages in order (e.g. Lead → Qualified → Demo → Proposal → Won/Lost)
-      cardinality: one
-      keyFields:
-        - title
-        - pipeline-type
-        - quarter-target
-    - profileSlug: company
-      what: Their most important active accounts/prospects
-      cardinality: several
-      keyFields:
-        - title
-        - industry
-        - website
-    - profileSlug: contact
-      what: Key people at those accounts
-      cardinality: several
-      keyFields:
-        - title
-        - email
-        - contact-role
-        - company-name
-    - profileSlug: deal
-      what: Open opportunities worth tracking now
-      cardinality: few
-      keyFields:
-        - title
-        - stage
-        - deal-value
-        - deal-company
-  openingQuestions:
-    - What does a deal go through from first contact to closed — what are your stages?
-    - Who are your 3-5 most important active accounts right now?
-    - Where do most of your leads come from?
-  doneWhen: Pipeline stages reflect their real motion, their top accounts + key contacts exist, and at least a couple of live deals are placed on the pipeline.
+    type: linked_to_deal