Internal admin portal

Staging-only CRM data, no production systems connected

Internal activity

Notes and activity

Operator notes, reminders, and mock follow-up activity for the internal shell.

Mock modeInternal notes and follow-ups are typed fixtures with local completion state only.

Notes timeline

Internal fixture notes only.

3 notes

Demo notes

Low

Interested in approvals, branch reporting, and HR pack timing.

Aimee - Yesterday

Proposal follow-up

Low

Asked for annual pricing with manager approvals included.

Aaron - 2 days ago

Internal reminder

Low

Keep this admin shell staging-only until production auth is designed.

Aaron - Today

Follow-up queue

Task completion is local UI state.

Call Riverstone HRQualify HR pack timing and manager approval requirements.
Today
Send Bay & Co recapInclude branch reporting mock screenshots after polish review.
Tomorrow
Review proposal copyKeep pricing language mock-only until billing work starts.
Friday