Concept 01 · Recommended
Guided setup
Three calm stages · Most admins
Proposed orchestrationOpen
DELIVERY-1824 · Native design exploration
Twelve ways to make CRM mapping feel simple
Each concept is a working local prototype for Summit Supply. Open any view, make decisions, compare favorites, and reset without touching a real CRM.
Simple recommendation
1 · Start
Guided setup for the main journey.
2 · Borrow
Decision inbox for hard choices.
3 · Keep
Mapping table for deeper edits.
First-time setup
Reduce the first decision
Concept 03
Start with a goal
Goal-led recipes · Outcome-led teams
Proposed orchestrationOpen
Concept 07
Ask your setup assistant
Bounded assistant + plan · Conversational users
Existing building blocksOpen
Concept 08
Setup checklist
Resumable accordion · Intermittent setup
Existing building blocksOpen
Daily control
Make precise edits easy
Concept 04
Object workspace
Object-by-object workspace · Returning admins
Existing building blocksOpen
Concept 05 · Recommended
Familiar mapping table
Dense mapping grid · Experienced admins
Existing building blocksOpen
Concept 09
Two directions
Inbound and outbound lanes · Risk-sensitive teams
Existing building blocksOpen
Trust and quality
Earn confidence before activation
Concept 02 · Recommended
Decision inbox
One choice at a time · Busy reviewers
Proposed orchestrationOpen
Concept 06
Preview a customer
Record-first preview · Visual validators
Existing building blocksOpen
Concept 10
Useful extra fields
Benefit-led curation · Account enrichment
Existing building blocksOpen
Concept 11
Pick your records
List-view-first scope · Scope-conscious admins
Proposed orchestrationOpen
Concept 12
Review the plan
Editable setup document · Governance-minded teams
Proposed orchestrationOpen