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Citiview Admin
Administrator Public site
Clients
2
Core accounts already seeded in the merged CRM.
Applications
0
Captured from public intake forms.
Orders
7
Package or service orders staged from intake.
Invoices
7
Invoice scaffolds ready for finance follow-up.

Portal jump points

Admin Portal

Operations, finance, documents, routing and reports.

Open

Sales Portal

Lead management, deals, campaigns and quotes.

Open

Client Portal

Minimal self-service area for updates, files and invoices.

Open

Merged build notes

  • Current public theme retained
  • Folder tree expanded into portal-based structure
  • Seed data and document storage added
  • Legacy CRM pages preserved while deeper portals were added