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CRM Guides 1.0.0 — Academy launch

Sales CRM — Release Notes (What’s New)

Section titled “Sales CRM — Release Notes (What’s New)”

| Release version | CRM Guides 1.0.0 — “Academy launch” | | Release date | 2026-07-09 | | Applies to | /docs, dashboard workspace | | Availability | GA |

New Features

Section titled “New Features”
  • In-app documentation portal at /docs — Diátaxis-structured guides for Sales Manager and Sales Rep roles, with real UI screenshots from the demo tenant.
  • Guides link in the dashboard header (book icon next to the theme toggle) for one-click access.

Improvements

Section titled “Improvements”
  • Word guides (SALES_MANAGER_GUIDE.docx, SALES_REP_GUIDE.docx) superseded by living MDX guides that stay in sync with the sidebar (navGroups).

Bug Fixes

Section titled “Bug Fixes”
  • None — documentation-only release.

Known Issues

Section titled “Known Issues”
  • Results page (/dashboard/results) is implemented but not yet in the sidebar.
  • Rep guide screenshots require a dedicated rep login — copy .env.guide.example to .env.guide and run npm run docs:screenshots:live for authentic rep chrome.

Notes for operators

Section titled “Notes for operators”
  • Run npm run docs:build before npm run build to publish static docs into public/docs/.
  • Docs content source of truth: docs/crm/guides/ — engine: docs-site/ (Astro Starlight).