- Shipped
- November 13, 2026 at 6:47 AM UTC
- Author
- Kamo
- Commit
- 94f2987
The four were organization Dropdown Fields, joined in from three tables on every grid page. They are columns on the lead now, with fixed lists mirrored from the shared library's LeadPriorityType / LeadTimelineType, sent as numbers. - Lead page: Priority sits in the header beside Status and Sub Status and saves on pick. Timeline is in Lead Info under Best Contact. On a mortgage lead the Social Security number and a Credit Opt Out switch move to the Mortgage section's Borrower pane, and Rate Watch is in its Loan pane; any other lead keeps both on the Contact card. The switches save on their own request, like the SSN. - Lead browser: Priority as signal bars (four, the level shown by how many are filled) right of the account icon and left of the lead id; a Timeline column right of Sub Status; Priority and Timeline filters on the right rail. Board cards show the bars and the timeline. The old never-populated "urgent" chip and row tint are gone. - Dropdown Fields removed: the settings tab, manager, chips, filters, proxy routes and MANAGE_LEAD_GRID_FIELDS. Stream reads move to /api/security/lead-streams. - Streams: the field trigger and Set Field step pick the catalog's settable fixed fields. Call floor orders by LEAD_PRIORITY and TIMELINE instead of a dropdown field. - Email audiences filter by priorities / timelines instead of custom fields. - Imports and intake can map a column to Credit Opt Out. - The Lead Fields help article now explains the fixed fields.
