BreezThru

Targets

The Targets screen: your CRM of companies, contacts, notes, and history.

Targets (/admin/customers) is the CRM at the heart of BreezThru. Every company a run is about lives here.

The target list

The list shows every target with its name, domain, Companies House number, and how many runs have been done for it. Search by name or domain.

Adding a target

Click Add target. Only the name is required; you can also record:

  • Domain and website
  • Companies House number
  • LinkedIn URL
  • Summary: a short note about the target
  • Contacts: emails, phones, websites, and addresses

The target page

Open a target to see everything about it:

  • Core info: name, domain, Companies House number, run count.
  • Contacts: grouped emails, phones, websites, and addresses, each with an optional label and primary flag.
  • Notes: free-text notes, pinnable and timestamped.
  • Runs: every run done for this target, with status.
  • Audit trail: the immutable history of every change and decision.
If a run's target name drifts from the target's name, the page shows a warning so you can reconcile them.

Starting a run from a target

On a target's page, click New run to start a workflow pre-linked to that target. The run's requirements are pre-filled with the target's name.

Runs

The Runs screen: create runs, follow their steps, and manage them.

Queue

The Operator Queue: approvals, manual steps, and spot-checks waiting on a human.