Reading this page: Works identically for a Lead or a Client — the entity-agnostic view. The ★ Needs action card (top, red-accented) surfaces every open item with one-click actions; nothing falls through the cracks. Live quotes (sent / awaiting) stay flat and expanded at the top. Accepted but not invoiced sits just below — that's the win→bill step; raise the invoice to move this customer into the Clients list. Past (closed) deals are collapsed by site address — since councils and strata groups recur at the same locations over years, grouping by site lets you see the history at a glance without scrolling through a long flat list.

This dashboard is the company-level rollup — it shows totals and flags the most urgent items across all leads and clients. Use the Leads tab for the full pipeline grouped by activity + gone-quiet; use the Clients tab for invoiced customers and payment status. The Lead / Client tab shows the single-entity deep view with per-deal timelines. Boundary: a lead becomes a client only when the first invoice is raised. Until then, even a won deal (accepted quote) stays in the Leads list — and appears in this attention list under "not invoiced."

Two separate layers: the thresholds above decide when an item becomes a needs-action alert org-wide. The category toggles decide which alert types exist at all. Both are super-admin only. Individual users never change these — they only mute categories for their own view (from the ⚙ Alerts button on any list) and pick their own default view & sort.