VSP Teams

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

• Lead-to-Mandate pipeline — deals grouped by stage
• Bank Journey board — planned vs actual, per deal
• Query Register — open bank/client queries, TAT state

Ops

• Monday File — everything open, Tasks + Follow-ups
• · approvals — reviews and decisions only
• PC Tracker — overdue queue, grouped by owner
• Report Card — variance days + revisions, per owner

Modules

• Accounts — billing, GST/TDS, monthly close — process ilike 'accounts.%'
• HR — employee master; onboarding is lifecycle step 1
• IT — asset tracker + provisioning/support workflow
• Marketing — content calendar, campaigns
• Learn — courses, certifications, internal training
• Reports / MIS — every module's activity, one rollup
• Delegation Sheet — parallel to the live Apps Script system
• Ultimate Checklist — parallel to the live Apps Script system