Accounts
MSO CRM & Pipeline
Accounts (partner practices), contacts, opportunities, activity logging, contracts.
6 capabilities · 6 native (run engine-off) · (mso)/pipeline (mso)/accounts
| ID | Capability | Class |
|---|---|---|
| CRM-1 | Accounts: partner practices, EHR, MDCareFlow join key | N |
| CRM-2 | Contacts w/ decision-maker flag | N |
| CRM-3 | Opportunities: stages, products (CCM/RPM/TCM/VirtuRx), est panel | N |
| CRM-4 | Activity logging (call, visit, demo, note) | N |
| CRM-5 | Contracts: signed/launch dates, MSO fee %, doc link | N |
| CRM-6 | Pipeline board by stage; account list | N |
The Payroll → Runs area is fully interactive in this prototype. Open it →