CRM mutations: use Wix Dashboard
Contact CSV import, promote-from-CSV (add contacts), and member invite are not available on the ambientsystems.ai members CRM (/members/crm/). That page is a read/update board for INTERNAL operators (left contacts list with Funnel/source/STP/sequence filters, middle funnel columns, outreach tracking via the CRM BFF).
Do these in the Wix Dashboard instead:
- Contacts — import CSV / add contacts
- Members — invite members; set-password / roles HITL as needed
- Roles & permissions — Admin vs Member access (never grant Admin from the site CRM)
Site forms (Lead / Contribute) still capture into Contacts with Funnel: Leads. See Outbound capture runbook and CRM operator SOP.
Account (Company) backfill (optional)
The members CRM resolves Account on load/save from native company, then as_company_norm / as_account_domain, then work-email host when STP left company empty. Saving the drawer writes the resolved value into native Company. A Dashboard pass is only needed if you want every empty Company filled without opening contacts in the CRM.
Repo mirror: docs/ops/crm-wix-dashboard.md.