Only 2 web portals

Salesperson, Manager, Admin, Marketing person, and Service person are roles inside the Staff Portal. They are not separate websites.

#	Portal	Who uses it	What it is	Own login?	Starts in
1	Staff Portal	Salesperson, Manager, Admin, Marketing person, Service person	One company website. After login, each person sees only the sections for their role.	Yes — staff login	Phase 1
2	Customer Portal	Your customer	Invoices, service requests, documents, e-sign. They never see the Staff Portal.	Separate customer login	Phase 4

Staff Portal roles (sections, not portals)

Role	What they see in the Staff Portal	Sections start in
Salesperson	Home / My Day, Accounts, Contacts, Leads, Deals, Tasks, Calendar, personal email	Phase 1
Manager	Team Home, pipeline reports, forecast, lead assignment, later approvals	Phase 1
Admin	Users and roles first; later names, fields, stages, forms, and rules	Phase 1 (simple), Phase 3 (full)
Marketing person	Campaigns, lists, templates, opens/clicks, unsubscribes	Phase 2
Service person	Visits and notes first; later jobs and equipment	Phase 2 (light), Phase 4 (full)

A person only sees the modules for their role.

Module	What it is (simple)
Home / My Day	The first page after login. It shows today’s work only: tasks due today, overdue items, new leads, deals that need a next step, and upcoming meetings.
Accounts	The companies you sell to. One account is one customer company. The page shows people, notes, open deals, and later orders or contracts.
Contacts	The people at those companies: name, phone, email, and role. One account can have many contacts.
Leads	New people or companies who might buy, but are not customers yet. Add with only a few boxes, then decide if they are a real chance.
Deals	Live sales. Each deal is one chance to win business. See them as cards in columns or as a list, and move them forward when something happens.
Tasks	To-dos linked to a lead, deal, or customer. Late tasks show on Home so nothing is forgotten.
Calendar	Meetings, calls, and visits. Can connect to Outlook or Google Calendar.
Personal email	One-to-one email from Outlook or Gmail, saved on the customer or deal.

Module	What it is (simple)
Team Home	Like Home, but for the whole team: late follow-ups, deals that need action, and what is due today across people.
Pipeline reports	All open deals by stage, owner, and value. The manager does not need to ask each salesperson for a list.
Forecast	A simple “what might we close” view using deal value and stage for this month or quarter.
Lead assignment	Give a new lead to the right salesperson by area, type of business, or next in line.
Approvals (Phase 4)	The manager says yes or no before a quote, bid, or special price goes to the customer.

Module	What it is (simple)
Users	Staff who can log in. Add a person, stop a login, or reset access.
Roles	Job type: Salesperson, Manager, Admin, Marketing person, or Service person. This decides which modules appear.
Names (Phase 3)	Change screen words to match the company. Example: “Opportunity” becomes “Deal.”
Fields (Phase 3)	Extra boxes on a form: text, number, date, dropdown, or money.
Stages (Phase 3)	The steps of a deal. Add, rename, or remove a step, and say which boxes must be filled.
Forms (Phase 3)	How add/edit screens look. Choose which boxes show when someone creates a lead, deal, or visit.
Rules (Phase 3)	Automatic “if this, then that” — create a task, send a reminder, or tell the manager.

Module	What it is (simple)
Campaigns	A group email sent to many people. Create it, pick the list, send or schedule it, and see how it did.
Lists	Groups of people who should get a campaign. Can stay live as customer data changes.
Templates	Ready-made emails. The customer’s name can fill in automatically.
Opens / clicks	Shows who opened the email or clicked a link. Also appears on the customer page.
Unsubscribes	People who said “do not email me.” A data sync must never put them back on a campaign.

Module	What it is (simple)
Visits and notes (Phase 2)	Log a site visit or call: who you saw, what you did, and what happens next.
Jobs (Phase 4)	A service ticket or work order: the problem, the customer, who is assigned, and the status.
Equipment (Phase 4)	Machines or items you service at the customer site, with model, location, and history.

Phase	Name	What we add	New portal?
1	Daily sales on the web	Staff Portal opens. Roles: Salesperson, Manager, simple Admin	Staff Portal starts
2	Industry setups + marketing	Same Staff Portal. New role sections: Marketing, light Service	No. Still only Staff Portal
3	Self-setup tools	Admin role gets full setup sections	No
4	Connect other systems	Staff get orders, quotes, jobs + Customer Portal	Yes — Customer Portal
5	Smart help	Same 2 portals get tips and risk warnings	No

We do not build a new website for each industry. Distribution, Software, Contract, and Service are setups inside the same two portals.