Research a customer with Commercial

1. Open Area → Commercial in Brain.
2. Find the company or contact you want to research.
3. Open the available sources and check their date and identity match.
4. Prepare a brief: what the organization does, relevant evidence, open questions and a suggested next step.
5. Review any proposed CRM change or outreach before approving it.

A useful question is: “What do we know about this customer, what changed, and what should I follow up on?” If order history is not connected, the app cannot reliably say the customer has failed to reorder.

Commercial may use a separate service behind Brain's shared interface. Its records remain subject to their own access permissions. A shared dropdown does not merge everyone's CRM data.