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.
Tip: If you need additional fields to document e.g., job titles and mailing addresses, Click Here to learn how to create custom fields.
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
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