Consistent Deal & Ticket Creation Experience

Standardize and align the creation experience for Deals and Tickets in Qontak CRM so that users encounter a coherent, predictable flow regardless of entry point or record type.

Structure

• prds/ — Product Requirements Documents.
• rfcs/ — Technical design proposals (RFCs).
• tests/ — Acceptance test specs tracing back to PRD acceptance criteria.
• delivery/ — TPM program-management docs: timeline.md, periodic status/ reports, and ADR-style decisions/.

Scope Changes

Engineering surfaces this initiative touches, aggregated across its PRDs.

• Backend — API changes to support unified creation flows for Deals and Tickets.
• Frontend — Unified creation form components and entry-point consistency.
• Mobile — Parity of creation flow on mobile clients.
• Design — Unified design system components for the creation experience.