CRM Settings & Dual-Mode Configuration

Configure dual-mode architecture, pipeline stages, rep sales quotas & SaaS multi-tenant billing

EMBEDDED ERP MODE

ACTIVE

Plugs into existing Horizon ERP. Converts Deals directly into Sales Orders (`public.sales_orders`), syncs customer master with `public.contacts`, and uses shared session auth.

Convert Deal → Sales Order with writeback traceability
Live ERP invoices & order history on Client 360 view
Shared database schema & user table

STANDALONE SAAS MODE

Sold independently to external businesses with zero ERP dependency. Independent multi-tenant RLS isolation, subscription billing schema (`crm_billing`), and email/OAuth signup.

Independent tenant isolation via RLS key
SaaS Billing & subscription management enabled
Independent auth provider (Email / Google OAuth)