It could be quite a struggle to move back and forth, to search any small detail of the Company associated with the Contacts, and so, Salesmate gives you any option to not only view but also customize any Company details associated with the Contact.
How to view & customize associated Company of the Contacts?
- Navigate to Contacts module on the left menu bar
- Click on the contact name and go to the details view page of the contact.
- Go to the Company widget on the left.
- Click on the Customize Fields icon.
- Select the fields you would like to add on the expand view of the Associated Company of the Contact and click on Save.
- Now, go back to the Contact detail page and you will be able to view the selected fields under Associated Company.
- You can also Edit Company details from this view.
Note: Please note that you can select maximum 10 fields to view under the expand view.
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