Tenants

Create a tenant (app owner only), list tenants, and set the active tenant ID.


          

          

            
            
            
            
            

          

        

      


      

        
App Config (SMTP)

        
App owner only. Defaults are seeded from SES credentials; override to use your own.

        

          

            

              
              password?: unknown
            

            
            
            
            
            
            
            
            
            
            
            
            

          

          

            
Magic link emails use these settings. If email fails, the API still returns the token/link.

          

        

      


      

        
Admin Catalog

        
Add stages and products/services for the active tenant.

        

          

            
            
            
            
            
            
            

          

          

            
            
            
            
            
            
            

          

        

      


      

        
Users & Teams

        
Create tenant users/admins, create teams, and add users to teams.

        

          

            
            
            
            
            
            
            
            

          

          

            
            
            
            
            

          

          

            
            
            
            
            
            

          

        

      


      

        
Leads / Companies

        
Create leads (internal), list them, and update stage/assignment.

        

          

            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            

          

          

            
            

          

          

            
            
            
            
            
            
            
            
            
            

          

        

      


      

        
Public Lead Form

        
Unauthenticated creation for a tenant (New Lead stage by default).

        

          

            
            
            
            
            
            
            
            
            
            
            
            
            
            

          

        

      


      

        
Opportunities

        
Attach an opportunity to a company with revenue expectations.

        

          

            
            
            
            
            
            
            
            
            
            
            
            
            
            

          

        

      


      

        
Dashboards

        
Org dashboard (admin) and individual dashboard (user or admin).