pipeline-specific opportunity cards? For example, a rental pipeline would require different form fields compared to sales and property management.
H
Hammad Khan Master Admin
Pipeline-wise behavior:
Rental Pipeline
Card structure designed around tenant requirements and leasing flow
Focus on inquiry → viewing → negotiation → closure
Sales Pipeline
Card structure aligned with buyer journey
Focus on lead qualification → property matching → offer → closing
Property Management Pipeline
Card structure aligned with owner onboarding and asset management
Focus on onboarding → documentation → activation → ongoing management
System Expectations:
Each pipeline acts as an independent data container with its own card logic
Opportunity cards are not reusable across pipelines unless explicitly mapped
Frontend UI renders cards based on the pipeline context only
Backend should enforce strict association between pipeline and card structure
Automations and workflows should trigger based on pipeline-specific stages and card logic
Goal:
Ensure each business function (rental, sales, property management) operates with its own structured workflow, instead of forcing a one-size-fits-all opportunity card.
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