BizCA CRM
Deals
New Deal
Tasks
People
Matches
Clauses
Offer Versions
Clause Comments
Scheduled
WeCom Intake
Daily Ops
Signal Engine
Intake Drafts
Roadmap
Review
Approvals
Search
Contacts
Yong - Milano Kitchen
Edits auto-save when you change a field or leave the page.
Contact
Full name
Phone
Email
Lead source / channel
-- unknown / manual later --
Referral
Manual founder context
Active folder import
Xiaohongshu
Website
BizBuySell
Realtor.ca
Google search
WeChat
Enterprise WeChat
LinkedIn
Past client
Walk-in / direct
Other
Lead source detail
Status
Profile notes
Customer portrait / preferences
{ "source_message_id": "MSG-20260519173135203186", "source": "wecom_signal_normalized", "sender": "jiannanzhao", "received_at": "2026-05-19T17:31:35", "raw_text": "Viewing schedule #2: Thursday 11:30, cabinet factory lead. Screenshot/business card indicates Milano Kitchen, 83 Whitmore Road, Woodbridge ON L4L 6E2; contact Yong / 勇, phone 416-844-9489, office 905-850-9988, email info@milanokitchen.ca. Needs human verification from screenshot.", "context_text": "Viewing schedule #2: Thursday 11:30, cabinet factory lead. Screenshot/business card indicates Milano Kitchen, 83 Whitmore Road, Woodbridge ON L4L 6E2; contact Yong / 勇, phone 416-844-9489, office 905-850-9988, email info@milanokitchen.ca. Needs human verification from screenshot.\nMessage type: add_task", "attachments": [], "needs_human_verification": true, "audit_label": "BizCA Assistant transcribed CRM info" }
Risk / sensitive notes
Potential seller shell auto-created from internal BizCA Assistant note; verify details before relying.
Save now