APP

CRM follow-ups: contact role, person names, intercompany, lead conversion

implement spec decisions D27 (contact role and primary contact), D28 (first and last name of natural persons) and D29 (intercompany recognition) on top of the delivered CRM extraction.

State
Done
Progress
100%
Steps
15 / 15
Started
2026-10-21
Finished
2026-10-21
Module
Platform

Tasks.

  • Task 1: Contact role and primary contact (CRM, D27)4/4
  • Task 2: Person first and last name (CRM and ERP proxy, D28)3/3
  • Task 3: Intercompany (ERP, D29)3/3
  • Task 4: Lead conversion (CRM, D30)3/3
  • Task 5: Documentation and delivery2/2

Read the full plan on GitHub