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CRM Documentation Coverage

This is an internal coverage map for CRM documentation, built like the task coverage map. The authoritative version is maintained in Russian (docs/admin/crm-coverage.md); this page is a stub for parity.

Surfaces to cover​

  • Clients hub (/clients) — client records, search, entry into workspaces.
  • Client workspace (/clients/:clientType/:clientId) — deals, tasks, files, documents, extranet tabs.
  • Companies and contacts (/crm/accounts, /crm/contacts), legal entities (/crm/legal-entities).
  • Deals and inquiries (/crm/opportunities) — list and kanban, attention engine, create, stage path, close.
  • Pipelines (/crm/pipelines) — fields, stages, access, assignments, automation.
  • Dashboard (/crm/dashboard) — KPI cards and control views.
  • Automation (/crm/automation) — robots and pre-operation guards.
  • Email templates (/crm/email-templates), integrations (/crm/integrations), forms (/crm/integrations/forms).
  • Workflows (/automation/workflows?module=crm).

Rule​

Every CRM article needs a scenario, visible blocks and states, manager practices, a result check, localized screenshots when ready, and a counterpart in every published locale. Localized CRM screenshots are blocked until the CRM localization defects recorded in the frontend issues page are fixed.