The Companies module is designed to be the place where you store the actual names of businesses and organizations from within your CRM. This is where you track for instance ABC Company and everything to do with the business such as their Industry, location and key people.
|Company Type||You can select either Customer or Prospect to classify your Company. This helps manage the leads inside of your CRM.|
|Lead Status||This is a helpful option when filtering advanced searches. You can see what status a Lead is in at any given point of the cycle.|
|Lead Source||How did your prospects hear about you? This is a great way to track marketing effectiveness.|
Adding a Company
You can add a company either through the List View or by hovering over the Companies menu item and clicking on Add New Company.
The only required field is the Company Name all of the other fields are optional. If you do not pick a Company Type then it will default to Customer.
Editing a Company
When you need to update information on a company all you need to do is either search or find the record in the CRM. From the view menu you can click on the Edit Company button or look for the pencil icon throughout the List Views to edit a record.
Deleting a Company
You can either delete a company record from a List View or by clicking the down arrow inside of the View of the company record. Anytime you go to delete a record you will be prompted with the following warning:
Be careful as once you delete a record it cannot be recovered.