Focus Mode

One workspace, two modes. Your book of business on the left, one record filling the main area, signals and context in peripheral vision. Deep work without navigating away.

The idea

Traditional CRMs force you between views: a table of prospects, then a record detail page, then a separate pipeline kanban, then a quote builder modal. Every click is a context switch. Focus Mode collapses those into a single workspace that reshapes around what you’re working on.

Click a prospect or account from My Breadbox and the workspace morphs — your pipeline becomes a left rail, the record fills the main area, and decision makers, competitors, and signals live in a sticky right sidebar. You never navigate to another URL. Press ESC and you’re back to Overview with your scroll position restored.

The layout

• Left rail (240px) — a compact, scrollable list of your records. Filter chips at top (All / Prospects / Active / At Risk / Recents), search input (press /), cards styled per category.
• Main column — sticky header with the record’s name, stage, quick actions. Tab bar below (Discovery / Quotes / Timeline / Tasks / Attachments for prospects; Activity / Plan / Stack / Contacts / Custom Fields for active accounts).
• Right sidebar (320px) — patient-chart cards. Different content per category: prospects see Decision Makers / Competitors / Cadence / Discovery Signals / Client Stack; active accounts see the existing five sidebar cards (Status / Revenue / Churn Risk / Champion / Active Work).

Keyboard shortcuts

All shortcuts pause when you’re typing in an input. No collisions with browser defaults.

Prospect workspace

Click a prospect from My Breadbox — or any account with lifecycle Prospect, Assessment, or Proposal — to enter the prospect workspace. Tabs:

• Discovery — structured capture (seats, budget, timeline, pain points) with auto-save on blur. “What we know” summary renders filled fields into natural sentences.
• Proposals — inline Proposal Builder (pre-sale, not PSA quoting). Line items table, auto-computed totals, send / accept / decline / duplicate as new version. Accept fires the Qualified flow (creates a Deal + transitions the Account to Assessment). Your PSA still handles agreements and billing after the win — Breadbox’s job is to help you win the deal, not bill it.
• Timeline — unified activity feed with Note / Touch / Email / Meeting quick-add bar at the top.
• Tasks — account-scoped task list.
• Attachments — file uploads linked to the account.

Sidebar: Decision Makers (role + influence + stance), Competitors (incumbent / in-house / break-fix / vendor), Cadence (start an outreach playbook), Discovery Signals (8-item checklist with progress bar), Client Stack (what they run today).

Engagement stage handoff

The header stage dropdown drives the prospect’s engagement state (Initial Contact → Attempting to Connect → Connected → Qualified / Disqualified — configure). Two terminal stages have special handoff behavior:

• Qualified — opens a dialog to confirm deal name / type / MRR / close date. On confirm: creates a Deal in your default Pipeline Stage, flips the Account to Assessment, and routes you to the deal. Skipped if an open deal already exists for the account.
• Disqualified — opens a dialog asking for a reason (Wrong Fit / No Budget / Has Internal IT / etc.) plus optional notes. On confirm: flips the Account to Churned and saves the reason for future reference. Reactivate by changing the stage back later.

The header also has explicit Qualify and Disqualify quick action buttons that trigger the same dialogs without needing to drop the stage menu.

Active account workspace

Active, at-risk, onboarding, churned accounts get the AM view. Tabs:

• Activity — attention block + quick-add bar + unified timeline.
• Plan — account plan with goals, milestones, stakeholder map.
• Stack — client stack (what they run).
• Contacts — compact contact list with email/call actions.
• Custom Fields — any custom fields configured for the Account object.

Sidebar: the existing five patient-chart cards (Status / Revenue / Churn Risk / Champion / Active Work) plus the “More” link list that opens slide-over panels for deeper views (Profitability, Assessments, Relationship Map, etc.).

Briefing signal pill

While you’re working a record, if anything changes on that record (an email arrives, a meeting ends, a ticket escalates, churn risk jumps), a colored pill appears in the header:

Click the chevron to see up to 5 recent events. The pill is colored by priority (red/amber/green) and dismissable if you’re mid-focus on something else.

How this differs from the old detail pages

The permalink pages /accounts/[id] and /pipeline/[id] still exist — they’re what notifications, email links, and shared URLs open. They render the same content as Focus Mode but without the left rail (since “my breadbox” doesn’t apply to external links).

In-workflow clicks from My Breadbox, the briefing, and other internal surfaces route you into Focus Mode for the instant-switch experience.