RidgeCRM Developer Docs

Guides

Guide: build a sales app

Assemble a focused account executive workspace.

Steps

  • Create a workspace app named Account Executive Workspace.
  • Add navigation items for Home, Leads, Pipeline, Accounts, Reports, and Dashboards.
  • Create record pages for Account and Opportunity.
  • Place field forms, related lists, activity timeline, path bar, quick actions, and custom components.
  • Bind the opportunity page to a sales process so stages drive the rep experience.