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.
- Multiple contacts can be associated with a company.
- Companies can also be associated with Activities and Deals.
- Organizations are profiles holding long-term information, e.g., company websites and addresses.
Companies can be added to the system through various methods:
- Company > Add Company ( Company Listing Page )
- Contact > Edit
- Activity > Company > Create New Company (Quickly create a Company)
- Deal > Company > Create New Company (Quickly create a Company )
- Quick Add