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Documentation Index

Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt

Use this file to discover all available pages before exploring further.

Adding a Company

  1. Go to CRM → Companies
  2. Click New Company
  3. Fill in:
FieldDescription
NameCompany name
DomainWebsite domain
IndustryIndustry sector
SizeCompany size (employees)
NotesFree-text notes

Company Detail

Click any company to see:
  • Company information
  • Linked contacts (people at this company)
  • Related deals
  • Activity history
Alex’s screenshot note: Take a screenshot of a company detail view showing the company info with linked contacts and deals.