Exact Opportunity
Business Card Intake
Internal access is checked against the Market Simple launch context.
Review
Standard Business Card
This prototype does not write to Market Simple. Backend mode creates a short-lived staff session and verifies the exact Opportunity before submit.
Copyable setup
Location Setup
Load Discovery uses sample data unless Backend URL and Admin Secret are filled in.
No field IDs to remember
Field Mapping
Authorization
Staff Access
Load users from HighLevel before granting staff access.
Enablement
Validation Checklist
Portable settings
Backend & Copy Setup
Evidence trail