Contact Research Workflow

This page is for the process of finding and qualifying companies and contacts.

The current refined RapidDraft target search has been migrated under Companies. Future research passes should produce both CRM records and short wiki summaries for durable reasoning.

Workflow

1. Start with ICP and target account logic.
2. Find candidate companies and relevant people.
3. Create or update EspoCRM records.
4. Write a short wiki summary only for relationships or accounts with strategic value.
5. Link the wiki page back to EspoCRM.

Sources

• docs_network/03_Companies/RapidDraft_Refined_Search_Loop.md
• C:\Users\adeel\OneDrive\100_Knowledge\203_TextCAD\10_Pilots\contact_workflow