Complete app flow
Use this sequence when checking the demo from end to end.
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1
Lead
Forms, campaigns, calendar, and routing.
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2
Account
Companies, contacts, stakeholders, and rooms.
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3
Deal
Stages, follow-ups, notes, and forecasts.
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4
Revenue
Quotes, invoices, payments, and subscriptions.
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5
Delivery
Projects, tasks, time, files, and templates.
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6
Support
Tickets, portal requests, knowledge base, and reports.
Sign in, seed, and verify the full loop.
Seed the demo data, then use these accounts to verify admin, manager, agent, and portal screens.
- Admin
admin@ovion.techDemo@12345- Manager
demo-manager@ovion.techpassword- Agent
demo-agent@ovion.techpassword- Client
apex-client@revenuepilot.testpassword
Where to check major modules
These links open the same screens shown in the admin sidebar.
Sales workspace
Lead capture, deal movement, board review, and follow-up discipline.
Accounts and portal
Companies, contacts, customer rooms, portal users, and support inbox.
Revenue operations
Products, quotations, invoices, statements, payments, and reporting.
Delivery
Projects, task boards, time tracking, files, and reusable templates.
Automation
Sequences, automations, pipelines, playbooks, imports, and approvals.
Admin and platform
Settings, roles, activity logs, enterprise tools, and marketplace proof.
Client portal checklist
After admin review, sign into the portal and verify the client-facing loop.
- Open portal dashboard, deals, quotations, invoices, projects, tasks, tickets, files, knowledge base, and security.
- Check that records belong to ApexStack and match the admin-side company, contact, quote, invoice, and project records.
- Use portal comments, files, ticket replies, survey responses, quotation responses, and invoice payment simulation for workflow testing.