Users should be able to select a batch of records (contact/company/deal/custom) and click Start review to work through them one at a time—similar to starting a task queue, but without creating tasks.
For example, a user imports approximately 100 new company records each day. They need to open each record, verify the information, add notes, and manually reassign ownership based on what they learn. Creating a task for every record just to access sequential navigation adds unnecessary work and clutter.
The requested experience would let users:
- Select records and start a review session.
- Work within each full record to edit information, log notes, and change ownership.
- Navigate using Previous, Next, Skip, and Mark reviewed & next.
- See their progress, including records reviewed and records remaining.
- Pause and resume without losing their place.
- Keep the selected batch intact even when edits cause records to stop matching the original view’s filters.
The goal is a simple, task-free way to review and process a batch of records without repeatedly returning to the index page, opening multiple tabs, or losing track of what has already been reviewed.