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TPP Workspace

Foundation

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Work area

CRM

A shared client system that keeps relationship context, ownership, opportunities, and next actions in one dependable place.

Start here

No live data is connected

This is a deliberate foundation state. Real screens, records, and actions should be added after the first workflow and its access rules are agreed with the people who will use it.

First milestone

Agree the client record, pipeline stages, ownership rules, and one end-to-end sales or account-management workflow.