Guide
CRM
Accounts, contacts, prospects, deals, and pipeline operations.
Step 1. Records
Pamphlet CRM stores accounts, contacts, prospects, and deals inside each Pam Pod. All queries respect Pam Pod isolation through Supabase RLS.
Step 2. Import
Use the prospect import flow or connectors to bring records into a Pam Pod. Imported records retain source metadata for audit.
Step 3. API access
REST endpoints under /api/v1/pods/{podId} expose CRUD for CRM entities. See the OpenAPI spec for request schemas.