V1 to V2 Lead Workspace Parity
What the V2 lead workspace preserves now and the exact dependencies for remaining V1 lead-list tools.
V1 to V2 Lead Workspace Parity
Clean Estimate V1 remains the feature and workflow baseline for V2. The only approved estimating removal is the multi-step wizard navigation; it does not authorize removing lead-management features.
The current V2 Pipeline release restores the real-data Board, All leads, Map, Follow-up, and Sources views; search; stage, rep, source, segment, activity, location, and created-date filters; sorting; pagination; CSV view export; shared customer-tag labels and tag filtering; responsive cards/table; new/open lead actions; and guarded stage changes. Structured address and appointment controls remain V2's safer replacement for typed address/time shortcuts.
A later release closed most of the remaining list: personal saved views; bulk automation enrollment; transactional bulk stage change and rep assignment with per-lead results; a multi-select job type filter backed by a normalized requested-service relation; an Estimates count column (V1 never had an estimate-count *filter*, only this column, so V2 matches that); and a unified lead/pipeline activity feed covering stage moves, rep reassignment, and manual notes (Log activity). See Sales Pipeline for how each of those works today.
Two items are still required. They were not silently removed and are not represented by placeholder controls.
| Remaining V1 tool | Missing V2 dependency | Smallest safe follow-up slice |
|---|---|---|
| AI lead score and tier filters/columns | Versioned scored-lead record with model/reason metadata, authorization, recalculation service, and stale-score policy | Add read-only score/tier projection after the scoring service is approved; do not calculate scores in the browser |
| Weighted Pipeline forecast (one of V1's six pipeline stat cards) | A per-stage win-probability column on pipeline_stages, plus a stage-settings screen to set it and a rollup service | Add the win_probability column (with its snapshot/classification entries), the settings screen, and the six-card rollup together — it is the same column W12's commercial stage config owns, so land it once rather than forking that screen |
Lead notes, deposit/payment summary, and broader lead-detail editing remain tracked under the lead-detail parity work.
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