🗺️ Routing & Navigation Cheatsheet
Module / Page
Access Path
Who Can Access
Landing / Pre-Login
Direct URL
Public
Register (Individual)
Pre-Login → Create Account
Public
Register (Organization)
Pre-Login → Register Organization
Public
Login
Pre-Login → Sign In
Public
Dashboard
Header → Dashboard
All authenticated
Leads Listing
Header → Leads
All authenticated
Add Lead
Leads → + Add Lead
All authenticated
Lead Details
Leads → Click Lead Row
All authenticated
Deals Pipeline Board
Header → Deals → Board View
All authenticated
Deals Table
Header → Deals → Table View
All authenticated
Deal Details
Deals → Click Deal Name
All authenticated
Follow-Up Hub
Header → Follow Up
All authenticated
Companies Directory
Header → Companies
All authenticated
Company Details
Companies → Click Company Name
All authenticated
Contacts Directory
Header → Contacts
All authenticated
Contact Details
Contacts → Click Contact Name
All authenticated
CSV Import
Header → Profile → Import History → New Import
All authenticated
Import History
Header → Profile → Import History
All authenticated
Reports
Header → Reports
All authenticated
Business Forecast
Header → Business Forecast
Admin only
Team Users
Header → Users
Admin only
Personal Settings
Header → Profile → Personal Settings
Employee / Individual
Admin Settings
Header → Profile → Personal Settings
Organization Admin
Notifications
Header → Bell Icon → View All
All authenticated
Activity Listing
Header → Profile → Activity
All authenticated
Logout
Header → Profile → Log out
All authenticated
