New lead
Open the lead queue and create a synthetic high-intent lead workflow.
Create
Create a new CRM record
Demo create launcher for leads, deals, tasks, notes, email templates, and call records. The buttons route to fully visible demo surfaces instead of dead controls.
Workspace
Demo actions
Every control in this CRM demo resolves to a route, panel, or safe client-side interaction. No production API call is made.
New deal
Return to the kanban pipeline and place a record into a selected deal stage.
New task
Open the execution board with priority-based demo tasks.
New note
Open the notes workspace for sales-context documentation.
New call log
Open demo call records and next-step logging.
New email template
Open email templates for stakeholder follow-up examples.