{"id":1059,"date":"2023-04-12T13:34:03","date_gmt":"2023-04-12T10:34:03","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/crm\/managing-companies-in-crm\/"},"modified":"2023-04-24T10:58:38","modified_gmt":"2023-04-24T07:58:38","slug":"managing-companies-in-crm","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/crm\/managing-companies-in-crm\/","title":{"rendered":"Managing Companies in CRM"},"content":{"rendered":"\n<p>Manage your list of Companies from the Companies page.<\/p>\n\n\n\n<p>Managing Companies in CRM:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>CRM<\/strong> on the Navigation Menu.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20143739\/managing-companies.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Companies<\/strong> from the dropdown options to access the Companies Page.<\/li>\n\n\n\n<li>Click a Company to see the Company Detail page.<\/li>\n\n\n\n<li>Click <strong>Add Contact <\/strong>to add a contact in your CRM to a Company.<\/li>\n<\/ul>\n\n\n\n<p><em>Hover over a company to reveal the <strong>Show<\/strong>, <strong>Edit<\/strong>, and <strong>Delete <\/strong>options. Ticking the checkbox allows you to take bulk actions such as <strong>Enable<\/strong>, <strong>Disable<\/strong>, or <strong>Delete <\/strong>a company.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the Company Detail Page, You can: Add <strong>Notes <\/strong>and <strong>Schedules<\/strong>, Send <strong>Emails<\/strong>, View <strong>Activity logs<\/strong>, and Create <strong>Tasks<\/strong>.<\/li>\n\n\n\n<li>Switch tabs to access any of the above-listed activities to a Company.<\/li>\n\n\n\n<li>An Activity log is displayed below the Company information.<\/li>\n\n\n\n<li>Click <strong>Edit<\/strong> on the top right corner to update the details of a Company.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Manage your list of Companies from the Companies page. Managing Companies in CRM: 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.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1038,"menu_order":5,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1059","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1059","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1059"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1059\/revisions"}],"predecessor-version":[{"id":1547,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1059\/revisions\/1547"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1038"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1059"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1059"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}