Business — User Guide
Using the Business App
The Business app is your personal CRM-lite for storing and organising companies you work with or want to track.
Getting started
- Open Business from the app menu.
- Click New Business and fill in the company name, website, contact email, and phone.
- Group businesses into Categories (e.g. Clients, Suppliers, Partners).
Key features
- Profile image — upload a company logo or photo.
- External links — attach LinkedIn, website, or document URLs.
- Linked Winks — attach meeting notes, to-dos, or events to a business.
- Linked FoxCom Space — link a messaging space for team conversations about this business.
- OrbitPilot — ask OrbitPilot questions about your businesses from the chat interface.
- Custom fields — define your own extra fields (revenue, industry, tier, etc.).