Detail Company
In the left corner of the company detail page, you can see company info such as company name, address, fax, phone, and website. In this section you can edit company info, maybe it’s because there is a change in address, phone, or other problems.
Link Contacts to Companies
To link an existing contact to the company, click on the 'Plus' button then you can type to find an existing contact. You can link several contacts at a time to the company.
Besides being able to link contacts to companies, you can also view detailed contact information that has been linked to the company by clicking on the contact name. On this contact details page, you can directly edit contact information without the need to switch to the contact module, you can also add notes or tasks to contacts and view detailed company, switch company and unlink company information.
Merge Company
From time to time, you may find that you have a duplicate company or other issues and need to merge them. For example, we merge two companies, the process is shown below.
Go to the Company page for either of the companies you wish to merge together.
In the upper right corner of company detail, click the 'Action' button and select the 'Merge Company' option.
In the merge companies box, select company to be merged and click the 'Merge' button.
After companies successfully merged, timeline of both company will be preserved in the result company. Related deals, tasks, and contacts of both company will be linked to the result company.
Note
Notes are crucial for sales, the Notes tab on the company details page allows you to type any text you want to add to the company. For example, when you call a prospect regarding a deal, you may not remember everything they said during the call, the notes feature can make it easier for you to note down every important point your client mentions in the sales call.
The notes that have been successfully added will be entered on the timeline tab and in this tab you can edit or delete notes that have been previously added.
Task
Tasks are to-do items that you can create for your deals. From the company page, locate the company you wish to create a task for. Click the company to open it, the company details page will open and click the 'Task' tab. A create task module will appear.
| Name | Description |
|---|---|
Task Name | Type the name of the task into the field provided. |
Detail | This space allows you to provide a short summary and important information about the Task. |
High Priority | High priority is to make a responsible person understand that this task is important and needs to be completed as soon as possible. By default, every task created has a low priority. However, if you want to mark the task as high priority, just activate this option. |
Due Date | Allows you to add estimated time required for each task. |
Reminder Date | A way of notifying you about upcoming due dates on tasks. |
Related Ticket | You can add tasks based on customers ticket by inputting keyword based on ‘customer name’ or ‘ticket number’. |
Responsible Person | You can add a person who will work on a task and will be responsible for its implementation such as start task, edit task and finish task. |
Participant | You can add users that can help the Responsible person to finish the task if it’s needed. They can perform the same actions as the responsible person. |
Observer | You can add users that can observe the work on the task, leave comments, get notifications, but can’t participate in the work on this task, such as start task, edit task and finish task (observers can only view the task). |
Checklist | Task checklist is a type of ‘to do list‘, which helps to ensure consistency and completeness in carrying out a task. To create a checklist, click toggle dropdown ‘Checklist‘ when adding a new task. You can create an unlimited a checklists. To create another checklist, click the plus button, or you can delete a checklist item by clicking the delete button. |
Click the 'Add Task' button when finished and you will see the task created in the timeline tab. To view task details, edit tasks, start tasks, delete tasks, add comments on tasks or other problems, you can click the task name on the timeline tab. To see detailed information about a task, you can see it on the 'Task Management' page.
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