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
hulu wah
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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
Seller intake submitted via secure link at 2026-05-20 02:21 PM ET. Preferred visit times after Thursday: 9am friday Systems used: none Equipment/inventory: fff Training/transition support: ffff Additional notes: none
Risk / sensitive notes
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