Company Info
Link Company
You may wish to link a deal with the company. To begin go to the deal overview page by clicking the 'Deal' option located in the left side navigation menu. Open deal details you wish to link a company by clicking on the deal name.
In the company info section, click the 'Plus' button and you will see a pop-up to link the company. Type the company name in the field which has been provided, then you will see a suggestion company according to the entered keywords, select and click the company to which the deal will be linked.
When a company is linked to a deal, the company name, address, fax, phone, and website of that company automatically show up in the company info. In addition to this, you can open company, unlink company, or switch company.
Open Company
On the company details page, you can not only change company information, but you can also view contacts or add other contacts to link to the company, add notes, and add tasks.
Switch to a Different Company
Then, you will see a pop-up to switch company. Type the company name in the field which has been provided, then you will see a suggestion company according to the entered keywords, select and click the company to which the deal will be linked.
Unlink Company
Last updated
