Managing Businesses
Create and organize businesses to manage your leads effectively.
What Are Businesses?
Businesses are the top-level containers in HeyWarmLead. Each business has its own set of leads, contacts, agents, and campaigns. Use businesses to organize leads by client, project, or campaign.
Creating a Business
Ask your AI assistant to create a new business:
"Create a business called 'Acme Agency' for managing client leads."
You can also create businesses directly through the HeyWarmLead dashboard.
Business Settings
Configure your business with custom settings to match your workflow:
- Business name and description
- Default lead stages and tags
- Team member access and permissions
- Integration settings for agents and campaigns
Example Prompts
"Set up a new business for my freelance consulting"
Creates a business with your consulting details configured.
"List all my businesses and show lead counts"
Retrieves all businesses with summary statistics.
"Update my agency business name to 'Growth Partners'"
Renames an existing business.
Available MCP Tools
create_businesslist_businessesget_businessupdate_businessdelete_business