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BuildRunKit Invoices: Clients Sub-Section The Clients sub-section provides central directory management for client profiles, contact information, associated companies, and billing accounts. Client Summary Metrics Top KPI cards display key directory breakdown ...

BuildRunKit Invoices: Companies Sub-Section The Companies sub-section provides central directory management for client businesses, partner organizations, and associated company accounts. Company Summary Metrics Top KPI cards display key organization breakdown...

BuildRunKit Invoices: Settings (Company Tab) The Invoice Settings panel allows configuration of core billing parameters, business identification details, invoice styling templates, currencies, and data management options. Navigation Tabs Company: Selected a...

BuildRunKit Projects: Projects Dashboard Location & Navigation Sidebar Top Left Action: <- Back button to return to main workspace navigation. Module Views: Dashboard (Currently Active) Projects Milestones Tasks Activity Log Bottom Sidebar L...

BuildRunKit Projects: Projects Sub-Section Location & Navigation Sidebar Top Left Action: <- Back button to return to main workspace navigation. Module Views: Dashboard (Currently Active) Projects Milestones Tasks Activity Log Bottom Sideb...

BuildRunKit Projects: Milestones Sub-Section Location & Header Page Heading: Milestones Sub-description: "Track milestones across all your projects." Header Actions: + New Milestone: Primary action button to create a new project milestone entry. Gen...

BuildRunKit Projects: Tasks Sub-Section Location & Header Page Heading: Tasks Sub-description: "Track tasks across all your projects." Header Actions: + New Task: Primary action button to create a new task record. Generate Report: Opens the Project ...

BuildRunKit Projects: Activity Log Sub-Section Location & Header Page Heading: Activity Log Sub-description: "A log of all actions across your projects." Top Metric Summary Cards Total Activities: Tracks total recorded system actions across all projec...

BuildRunKit Projects: Projects Settings - Import / Export Tab Location & Header Breadcrumb Trail (Traction Navigation Path): Settings > Projects > Import / Export Page Heading: Projects Settings Sub-description: "Manage project configurations, integra...

BuildRunKit CRM Dashboard Overview The BuildRunKit CRM Dashboard provides an high-level view of your sales pipeline, contact metrics, task progression, and recent client activity. Left Navigation Sidebar The left navigation panel gives quick access to core CR...

BuildRunKit CRM: Contacts Sub-Section The Contacts sub-section provides central directory management for tracking leads, individual client representatives, and account contacts. Header & Action Buttons New Contact: Direct action button to open the contact r...

BuildRunKit CRM: Companies Sub-Section The Companies sub-section provides central organizational tracking for client businesses, partner organizations, and parent accounts. Header & Action Buttons + New Company: Direct action button to open the company se...

BuildRunKit CRM: Deals Sub-Section The Deals sub-section provides central pipeline tracking to manage active sales opportunities, forecast revenue, and monitor deal conversion metrics. Header & Action Buttons + Add Deal: Direct action button to open the new...

BuildRunKit CRM: Pipeline Sub-Section The Pipeline sub-section offers a Kanban-style view of your sales process, allowing you to drag and drop deals across custom stages while monitoring stage-by-stage valuations. Header & Action Buttons Pipeline Settings: ...

BuildRunKit CRM: Tasks Sub-Section The Tasks sub-section helps you organize action items, set follow-up deadlines, and track execution across all CRM contact records and sales opportunities. Header & Action Buttons + New Task: Direct action button to open...

BuildRunKit CRM: Activities Sub-Section The Activities sub-section tracks client interactions, including logged calls, meetings, internal notes, and email records. Header & Action Buttons + New Activity: Opens the activity logging modal. Generate Report...

BuildRunKit CRM: Settings Dashboard Overview Top Header Navigation Brand Logo: BuildRunKit logo in top-left corner. Workspace Selector: Dropdown showing current workspace (Bernadette.F's Workspace) with access tier badge (All Access). Top Right Actions:...

Strategy Tasks Sub-Section The Strategy Tasks sub-section provides an interactive canvas for managing tasks within a specific board, organizing workflows across status columns, tracking completion progress, and filtering action items. Create New Task Board ...