How to navigate to Companies
From the homepage to the "Sales CRM" section, then proceed to the "Companies" page.
Step 1:
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Step 2: To access companies head over to the menu and click on the companies section as shown below.
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- This will give the list of companies that are present in the organization. We can add new companies or do actions on the existing companies from this screen.
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Detailed View of Companies
- Company Detail view can be seen by clicking on the company otherwise clicking on the view icon on each company.
- This will take you to the company detail section in which detailed information like basic details, contacts, etc. can be viewed.
- In Basic Details all the company fields as well as custom fields can also be viewed.
- In the company's details view ,you can view the contacts associated with this company ,by clicking on the contacts as shown below.
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- The contacts list will appear as shown below and you can apply filters and you can search contact by its name ,you can add contact to this company.
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- You can view the deals associated with the single company by clicking on the deals as shown below.
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- You can view deals list view associated with this company, you can create a deal and can search deals with its name and apply deal filters.
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- You can view the tasks associated with the company by clicking on the tasks as shown below.
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- You can view tasks and apply filters like ALL,COMPLETED,OVERDUE on tasks.
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