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
Joyce - WeCom seller lead
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
Created from WeCom screenshot OCR and founder note. Needs human verification before use.
Risk / sensitive notes
Needs founder review; created from inbound WeCom note/screenshot.
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