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.
You can edit the company info by clicking name of the Company to navigate to the Company page. Select and click company, then you will see a detail information of company. In the company info section, click the Edit button (pencil icon). Then change the company info as needed. Click 'Edit Company' button when finished and you can see the company info change log in the changelog tab.
Link contacts to Companies
To link an existing contact to the company, click on '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, besides that 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 “Action” button and select “Merge Company” option.
In the merge companies box, select company to be merged and click “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 “Task” tab. A create task module will appear.
Click “Add Task” button when finished and you can see the task created in the timeline tab. To view task details, edit tasks, start tasks, delete tasks, add comments on tasks or other problem, 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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