Design Principle
CRM value comes from quick customer state judgment and next-step execution.
Principle
CRM value comes from quick customer state judgment and next-step execution.
Design action
CRM uses pipeline, list, and detail layers; emphasize stage, value, owner, recent activity, and next-step CTA.
Examples
Positive example: Customer lists, sales pipelines, customer detail, and follow-up tasks. Counterexample: A promotional hero replaces customer data.
Apply when
Customer lists, sales pipelines, customer detail, and follow-up tasks. Filtering, sorting, and bulk actions are needed.
Source notes
Source note: Synthesized from GOV.UK, Carbon, Polaris, Atlassian, Design.Systems, Design Systems Repo, and product-pattern libraries. GOV.UK Design System Patterns: https://design-system.service.gov.uk/patterns/ Carbon Patterns: https://carbondesignsystem.com/patterns/ Shopify Polaris: https://polaris-react.shopify.com/ Atlassian Design System: https://atlassian.design/ Design Systems Repo: https://designsystemsrepo.com/
Agent Directive
CRM uses pipeline, list, and detail layers; emphasize stage, value, owner, recent activity, and next-step CTA.