Company Management in Mobile App Follow

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:

• Quick Add.
• Create a Company from the List View.
• Associate Company to Deals.
• Associate Company in Activity. 

Quick add 

• Click on the plus icon(+).

• Click on the Add New Company.

• Create a Company with the essential Fields or click on the Advance Fields option to create a detailed Company

• Fill in all the required details and click on Tick icon to Save 

Create a Company from the List View 

• Click on the Sidebar.
• Hit on the Companies.

• Click on the plus button (+).

• Fill in all the required details and click on Tick icon to Save 

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 in all the required details and click on Tick icon to Save & ASSOCIATE.

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.

•  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 in all the required details and click on Tick icon to Save & ASSOCIATE.