Files
clienthub/.planning
simone 694b54f2ce docs(10-03): complete Phase 10 Plan 3 execution summary
Activity logging and quote sending modals implemented:
- LogActivityModal: Fast form (<10 sec) for registering calls, emails, meetings, notes
- SendQuoteModal: Two tabs for assigning existing quotes or creating new ones
- FollowUpWidget: Dashboard card showing leads needing follow-up (>7 days no contact)
- Server actions validate and update lead status to 'proposal_sent' on quote assignment

All requirements met (CRM-04, CRM-05, CRM-06, CRM-07). Build passes with 0 errors.

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-06-11 12:38:00 +02:00
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