This is a technical design and test-planning document, not a connected production CRM. Proposed record models and role policies are targets, not verified Wix collection schemas. Do not submit real client information or confidential documents to prototype forms. No security or data storage controls are certified by this page.
9CRM data domains
5End-to-end pilot tests
6CEO decisions needed
0Verified production security gates
DATA CONTRACT & PERMISSION BOUNDARIES
Who owns each record, who sees it, and where it belongs
Choose a domain to review the expected record fields and access rules. Collection names are proposed logical targets pending Wix schema confirmation.
END-TO-END ACCEPTANCE
Five controlled test scenarios
Each test uses fictional records and must be witnessed before the feature can be marked production ready.
CEO · LEGAL · OPERATIONS
Decisions and information needed from the team
These tasks remain open; the checkboxes are not a remote task manager and do not save status.