Opportunity
Single-screen control
Customer{{ workspace.customer_name }}
Contact{{ workspace.contact_name|default:"Not added yet" }}
Email{{ workspace.contact_email|default:"Not added yet" }}
Phone{{ workspace.contact_phone|default:"Not added yet" }}
Next step{{ workspace.next_step|default:"Define the next best action" }}
{{ workspace.summary|default:"Add qualification notes, buying signals, and constraints here." }}
Projects
Project context
Project{{ workspace.project_name|default:"Current customer record" }}
Project #{{ workspace.project_number|default:"To be assigned" }}
Zip code{{ workspace.zipcode|default:"—" }}
Address{{ workspace.address|default:"No address yet" }}
City{{ workspace.city|default:"—" }}
Quotations
Takes the most space when needed
Quotation focus
| Item | Description | Qty | Unit | Subtotal |
|---|---|---|---|---|
| {{ line.product_name }} | {{ line.description|default:"—" }} | {{ line.quantity }} | €{{ line.unit_price|floatformat:2 }} | €{{ line.subtotal|floatformat:2 }} |
Quote total €{{ workspace.quote_total|floatformat:2 }}
{% else %}
No quotation lines yet. Start with one service or product to preview the dense editor.
Agenda
Meeting planning
{% if workspace.next_meeting_at %}
{% endif %}
{% if upcoming_activities %}
{% for item in upcoming_activities|slice:":4" %}
{% endfor %}
{% else %}
{% endif %}
Next meeting
{{ workspace.next_meeting_at|date:"D d M · H:i" }}{% if workspace.next_meeting_is_upcoming %} · upcoming{% endif %}
{{ item.title }}
{{ item.get_activity_type_display }} · {{ item.due_at|date:"d M H:i" }}
Add a call or meeting to keep the deal moving.
Activities / Tasks
Schedule the next action
{% for item in activities %}
{% endfor %}
{% else %}
{{ item.title }}
{% if item.is_done %}Done{% else %}Open{% endif %}
{{ item.get_activity_type_display }} · {{ item.due_at|date:"d M H:i" }}{% if item.owner %} · {{ item.owner }}{% endif %}
No activities yet. Add one to make the workspace actionable.