CRM & Operations · Troubleshooting
Contact, Lead, and Deal are different CRM records
Use the verified Leads and Pipeline workflows without claiming a standalone Contacts page.
Tenant access and the affected feature must be known.
The issue is reported against the correct verified CRM workflow.
Symptoms
Use the verified Leads and Pipeline workflows without claiming a standalone Contacts page.
- A contact is expected to have a standalone route.
- A lead and deal are being treated as the same record.
Verified checks
- Confirm the affected workspace and feature.
- Record the visible state before changing a setting.
Expected result
The issue is reported against the correct verified CRM workflow.
- The issue is reported against the correct verified CRM workflow.
Support evidence
CRM records are tenant-scoped. Cross-tenant data, external integrations, and provider persistence issues require Support review.
- Record type
- tenant
- workflow
- visible ID
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