Companies

Companies are nothing but business entities related to the contacts a salesperson interacts with. You can find all Contact related to any Companies listed in its detail page, as well as any notes, activities, or actions performed on any Contact/ Deals related to the Companies.

How to add companies?

Companies can be added to the system through various methods:

1. Quick add.
2. Create a Company from the list view.
3. Associate company to Deals.
4. Associate Company in Activity. 

1. Quick add 

• Click on the plus icon(+) to Add Company.

• Click on Add company.

• Fill up the details.
• Click on this tick icon to save.

2. Create a Company from the list view 

• Click on the sidebar.
• Click on the Companies.

• Click on the plus button (+).

• Fill up the details and Save it by clicking on the Tick Icon from top right of the scree,

3. Associate companies to deals.

The user can associate the company with deals.

• Click on this plus icon (+)  to Add Deal.
• Click on Add Deal.

• Go at the Add Deal form.
• Click on the company field. 
• The Search Company box will open, type the company name.
• If No Result Found then Click on Create New Company.

• Fill all details in Add Company form. 
• Click on SAVE & ASSOCIATE.

4. Associate company in the Activity

The company can be associated with the activity. 

• Click on this plus icon to Add Activity.
• Click on Add Activity.

• Search Company box will open, type the company name.
• If No Result Found then Click on Create New Company.

• Fill all details in Add Company form. 

• Click on SAVE & ASSOCIATE.