JTBD-07 · CRM JTBD validation matrix
Schedule next actions / follow-ups
partially supported. Part of the job works and is proved; the rest is named rather than implied. Read what is excluded before planning around it.
What the catalogue records
narrowly: the first follow-up Task is created as part of Lead qualification (Milestone 6). There is still no reusable task engine, no scheduling/delayed-workflow primitive, no reminders, no queues, no recurring work.
Evidence
Proved by this test, which run on every push:
tests/lead-qualification-e2e.test.jsWhat this status does not mean
A status here describes this repository at this commit, nothing more. It is not a statement about what a CRM should do, and it is not a roadmap commitment. The whole framework is local-development-only: there is no authentication, tenancy or RBAC, so no status on this page implies you can deploy it. The boundaries are listed in full on the claims ledger.
Other jobs in CRM JTBD validation matrix
- Manage a custom CRM business object end to end — validated end to end
- Associate a generated CRM record with another generated CRM record — validated end to end
- Request commercial approval on a deal — validated end to end
- Manage a deal through pipeline stages — validated end to end
- Capture a lead — validated end to end
- Qualify (or disqualify) a lead — validated end to end
- Convert a qualified lead into Company, Contact and Opportunity — validated end to end
- Manage a custom object with an approval rule — partially supported
All 17 jobs in CRM JTBD validation matrix · the whole catalogue