A1 Legacy Studio CRM native interface

Lead Intake Queue

Newly captured enquiries
Sarah Mitchell
AI Automation Enquiry · Website
Company
BrightFlow
New Lead
Received 2m ago
Ahmed Khan
Voice AI Demo · Form
Company
QubeCare
Open
Waiting Review
Nina Patel
CRM Migration · Email
Company
NovaOps
Open
Source Logged

Contact & Opportunity

Linked CRM records
Contact RecordSarah MitchellEmail, phone, source and notes are stored against the contact.
OpportunityA1 Legacy Consultation$2,500 opportunity linked to Sarah's contact record.
LifecycleMarketing QualifiedLead score updated by the automation rules.
OwnerOperations TeamAssigned for the next human action.

Appointments & Notifications

Booked actions
Discovery Call · Sarah MitchellCalendar: A1 Legacy SalesTuesday · 2:00 PM
Internal NotificationLead, qualification and booking details sent to the team.Delivered
Reminder Window24-hour and 1-hour reminders scheduled automatically.

Opportunity Pipeline

Stage-based sales progress
New Lead4
QubeCare Setup$1,200 · Awaiting review
Qualified3
Sarah Mitchell$2,500 · AI Consultation
Orion Dental$4,000 · CRM + Voice AI
Proposal2
NovaOps$3,700 · Custom Integration
Won1
ScaleNex$5,500 · Automation Retainer

Task Queue

Assigned next actions
Confirm discovery callOwner: Operations Team
Due today
Prepare consultation briefOwner: Sales
Queued

Automation Log

Post-booking actions
✓
Follow-up automation runningConfirmation email and reminder SMS remain connected to Sarah Mitchell's CRM record.
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Lead source tracking savedWebsite attribution remains in the contact timeline.
✓

The CRM journey is fully connected.

A1LegacyStudio captured the lead, created the contact and opportunity, moved the pipeline card, assigned the task, booked the appointment, notified the team and continued the follow-up automatically.

✓
Every highlighted item is a real CRM objectThe pointer targets the exact lead, contact, opportunity, deal card, task, appointment, notification and automation record.
✓
The native A1LegacyStudio shell stays visibleSidebar, logo, top navigation and date selector remain part of the original screenshot.
✓
The old dashboard content is completely replacedNo original chart or empty dashboard record remains visible beneath the rebuilt dashboard.