A full day of CRM, pipeline, and sales workspace improvements for the UFG team.

Rebuilt the Pipedrive-safe email signature and its helper page so the signature renders cleanly inside Pipedrive's email editor and sends reliably on every outbound message.

• Removed generator and tracking markup so the signature ships as clean inline HTML.
• Switched contact links to direct tel: and mailto: actions for one-tap response on mobile.
• Simplified the layout to a table-based inline-style structure that renders consistently across Gmail, Outlook, and Pipedrive.
• Constrained the logo to a fixed safe width so signatures don't blow up oversized on retina displays.
• Reduced the helper page to a single Copy Signature action so reps can install the signature in one click.

Investigated why the Leads Inbox view was not matching what reps were actually seeing in their daily queue, and identified the correct source of truth.

• Confirmed the Leads Inbox date view was misleading and not a trustworthy picture of rep workload.
• Verified that the true queue state must be read from live activities rather than from the inbox sort order.
• Confirmed the legacy v1 activity lookups were returning stale/partial data and that the reliable queue state lives in v2.

Aligned every remaining code path so newly generated rep queues respect the intended 20 activities per rep per day pace instead of the previous 25.

Cleared the stale overdue open queue without touching any completed activity history, so reps start from a clean slate.

A larger rebalance command was staged but intentionally kept in dry-run mode because the proposed blast radius was too broad for a same-day change.

Shipped a reusable filter-setup command that gives each rep a consistent, activity-based view of exactly what they owe, today and going forward.

• New command: src/commands/setup-rep-queue-filters.js, registered in src/cli.js and package.json.
• Created live filters for Amy and Keith: Overdue, Today, Tomorrow, This Week.
• Deleted the older Keith-specific queue filters that were cluttering the view.
• Filters are built from activity assignment rather than lead ownership, so each rep sees the work they actually need to do.

Renamed every remaining open activity that still used the old rep-specific subject line so the queue reads as team-owned work rather than a single rep's follow-ups.

Updated the subject and note templates that generate every future queue activity so new work gets created with rep-neutral language by default.

• Future queue subjects updated in config/crm-config.json.
• Future queue notes updated in src/lib/handoff.js.
• All newly generated queue items are now rep-neutral out of the box.

Reviewed whether a separate Disqualified stage should be added to the active opportunities pipeline and confirmed the cleaner model already in place.

Validated the live Pacifica School District record and converted it from a lead into a real opportunity in the qualified pipeline.

• Preserved the full person, organization, and note history during conversion.
• Reworked the stale next-step activity so the deal points at the real scheduled meeting, not old voicemail-callback clutter.
• Closed Amy's already-handled same-day follow-up activity so the deal's next activity is now the correct meeting.

Pulled live Pipedrive rate-limit headers to confirm the API is not being hammered and that the safety switches are still in place.

• Local automation kill switch confirmed enabled in config/local-run-settings.json.
• Previously risky scheduled tasks confirmed still disabled: Aircall Reconciler, Reconciler Tray, Reconciler Watchdog.
• No active local repo runner process hitting the API during the check.

Audited the April 13 private-school import to confirm exactly what happened to the imported leads over the following week.

Pulled a live Fresno-only preview using lead and organization geography, filtered out unsafe false positives, and cleared out-of-territory leads from the active lead layer.

• Linked organization and person records were intentionally left untouched.
• Saint Peter School excluded — the match was a contact surname, not a Fresno address.
• Valley Crescent School excluded — located in Clovis, not Fresno.
• Ran a live verification pass after deletion to confirm end state.

Brought the UFG Sales Team workspace in Microsoft Teams into an operational state with a consistent channel structure, daily/weekly rhythm posts, and admin tooling.

Sales channels live

Teams admin tooling

• Stood up a dedicated Entra app for Teams admin work with persistent cached sign-in and Graph access.
• Local admin tooling now lives under teams-admin/.
• Helper can silently authenticate, read channel messages, soft-delete messages, and verify deletes via Graph.
• Cleaned a first round of early starter posts across the Sales channels.

Channel Guides and operational posts published

New Leads emoji protocol

Source-of-truth docs refreshed

The local bundle that backs the Teams workspace has been updated to match the live state so future provisioning and edits stay in sync.

• Reps have cleaner activity-based queue views that reflect their real workload.
• Queue wording across the system is now rep-neutral.
• All future queue generation is aligned to 20/day.
• The stale overdue burden has been removed from the live queue.
• Pacifica's live 2:00 PM PT meeting is the next activity on a real deal in the qualified pipeline.
• The Teams sales workspace is operating with a consistent daily/weekly rhythm and admin tooling in place.
• Pipedrive API usage is healthy and safety switches are confirmed enabled.