Managing Companies in CRM

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Manage your list of Companies from the Companies page.

Managing Companies in CRM:

  • Go to CRM on the Navigation Menu.
  • Select Companies from the dropdown options to access the Companies Page.
  • Click a Company to see the Company Detail page.
  • Click Add Contact to add a contact in your CRM to a Company.

Hover over a company to reveal the Show, Edit, and Delete options. Ticking the checkbox allows you to take bulk actions such as Enable, Disable, or Delete a company.

  • On the Company Detail Page, You can: Add Notes and Schedules, Send Emails, View Activity logs, and Create Tasks.
  • Switch tabs to access any of the above-listed activities to a Company.
  • An Activity log is displayed below the Company information.
  • Click Edit on the top right corner to update the details of a Company.
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Managing Companies in CRM

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