All visible accounts now live inside one owner workspace.
Opportunity workspace
Leads, handoffs, recovery pressure, and follow-up stay inside one owner lane.
The main lane is showing the full opportunity view.
Same-day response pressure that can change revenue motion.
Booked conversations and proposal-ready movement stay in the same lane.
Money context stays pinned to the workspace instead of drifting into another page.
Accounts that need owner attention
The board keeps stage, urgency, and next-owner context visible without making you rebuild the lane mentally.
Recent completions and queue shifts
The first screen now reflects a completed move and a new next responsibility. Next: Review the proposal-ready path for Midwest Dental Group.
The first screen now reflects a completed move and a new next responsibility. Next: Review the proposal-ready path for Midwest Dental Group.
The first screen now reflects a completed move and a new next responsibility. Next: Review the proposal-ready path for Midwest Dental Group.
Advanced inspection stays attached to the page context.
This panel does not replace the owner view. It gives a deeper truth path for the current grouped page without forcing a detached admin detour.