Company Management Guide

The "Company" section in your CRM allows you to create and manage company records, linking them to your existing contacts. This feature serves as a powerful organizational tool, enabling you to group contacts under a specific company. By doing so, you can easily monitor the collective activities and interactions of all contacts related to that company, providing you with comprehensive insights and streamlining your CRM management.

Adding a New Company

To add a new company to your CRM, click the green ‘+ New Company’ button located at the top right of the page. A form will appear where you can input the company details. Once the required fields are completed, a new company record will be created, which you can then link to the relevant contacts in your CRM.

Adding Company Information

When creating a company, you'll need to fill out the following fields:

• Company Name (mandatory): Text input field.

• Phone Number: Optional.

• Email: Optional.

• Website: Optional.

• Description: Optional.

• Street Address: Optional.

• City: Optional.

• State/Province/Region: Optional.

• Zip/Postal Code: Optional.

• Country: Optional.

 Note: The Phone and Email fields are validated only for correct formatting, not for the accuracy of the phone number or email address.

Search Bar

The search bar in your CRM simplifies locating a specific company. Just type in the company's name, and the system will quickly display the relevant company details. This feature makes it easy to find the information and conversations associated with a specific company.

Company List

In the company section, you’ll find a list of all companies created within your CRM. The list includes five columns: company name, phone number, email, creator, and creation date. The three dots on the far right of each company entry provide options to edit or delete the company.

Name

This column displays the names of all companies in the system. Click on a company name to view its details and associated contacts.

Phone

This column shows the phone number linked to each company.

Email

Here, you'll see the email address saved for each company.

Created By

This column indicates which team member created each company in the list, helpful when multiple users are involved.

Created Date

This shows the date when each company was added to the CRM.

Actions

The three-dot menu next to each company entry offers several actions:

• Edit Company: Allows you to update the company's details. Remember to click "Update" to save changes.

• Delete Company: Removes the company from your list. Note that this action does not delete the contacts associated with the company, only the company information from those contacts’ profiles.

Adding Contacts to a Company

Currently, the only way to add contacts to a company is by manually navigating to their Company tab, searching for the company, and adding them to it.

You can also select multiple contacts and switch between them for easier bulk additions.

Removing a Contact from a Company

To remove a contact from a company, go to the Company tab, select the company, switch to the Contacts section, and click the Trash icon next to the contact you want to remove. Confirm by clicking "Yes" when prompted.

Note: Removing a contact from a company does not delete them from your contacts list. It only removes the company information from their profile.

Tasks

Within the company’s contact list, you can see tasks associated with each contact. These tasks must be added manually for each contact.

Adding a Task

To assign a task to a contact within the company list, click on the contact's name to open their details. Navigate to the "Task" section and click "Add Task."

Task Details

Fill in the task details, including the title, description, due date, and assign the task to a CRM user.

Notes

You can view, edit, and add notes for all contacts linked to a company on the company details page.

Creating a New Note

Click the "+Add Note" button to create a new note for the selected company record.

Selecting Contacts for Notes

This dropdown allows you to select contact records associated with the company record.

Enter the notes you want to associate with the contact and be sure to click the “Create Note” button to save it.

Search Bar

You can easily find notes by entering keywords or phrases in the search bar. A minimum of three characters is required to perform a search.

Filter

The filter button allows you to sort notes by their creation dates or view notes created for specific contacts.

Edit or Delete Notes

Using the three dots option next to each note, you can edit or delete existing notes.