VSP Projects

Staff surface (@vspindia.com): the CRM and Projects layer over the deal spine. Reads are anon-key + RLS all the way down — a missing policy would yield an empty page here, never a leak.

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CRM and Projects

• Deals portfolio (Projects/PMS) — every deal with its on-time-delivery band; create and drive a deal from here
• Lead-to-Mandate pipeline — deals grouped by stage
• CRM Lead Pipeline — leads grouped by the 8-stage funnel, pre-deal
• Bank Journey board — planned vs actual, per deal
• Query Register — open bank/client queries, TAT state
• Deal search — retrieval over deal documents

Elsewhere

• Home (home.vspindia.com) — module ledgers, Staff Cockpit, PC Board, Exec Command Centre
• Tasks (tasks.vspindia.com) — External pending, Delegation Sheet, Ultimate Checklist — deployed, DNS record pending