Company Overview

In the Company area, you can establish new companies and link them to your contacts. This feature functions as a grouping mechanism for organizing contacts, allowing you to associate a group of contacts with a specific company. By doing so, you can efficiently track the consolidated activities of all contacts related to a particular company, providing valuable insights into each company’s interactions.

Locate this feature in the Contacts section of your account.

Add New Company #

To create a new company, click the ‘+ Add Company’ button on the top right of the page. A popup will appear for you to fill in your company details. By completing the required fields, you will successfully create a new company record that can be managed and associated with relevant contacts.

The following fields are to be filled out when creating a Company:

1. Company name (mandatory): Open text field
2. Phone number: Optional field
3. Email: Optional field
4. Website: Optional field
5. Address: Optional field
6. State: Optional field
7. City: Optional field
8. Description: Optional field
9. Postal Code: Optional field
10. Country: Optional field

Please Note: The Phone and Email fields are validated only for the correct format. They are not checked to determine whether or not they are actual phone numbers or E-mail addresses.

Filters  #

View companies that meet the chosen criteria by utilizing the filtering options.

After selecting an option from the list, ensure that you choose the correct operator and input the value in the provided field. Additionally, you may add other filters to further refine the list. Click the “And” button to check for companies with all the selected requirements, or the “Add Filter” button to check for companies with any of the requirements.

Once you have added all the required filters, click the Apply button to load the view.

Sort #

Display company records by available fields such as the created date, or the company address.

Click the Clear button to reset any applied sorting options, or select your preferred display order (ascending or descending) by clicking the arrow.

Search #

The search bar simplifies the process of looking for a specific company. With just one entry in the search box, you can quickly locate the desired company.

Manage Fields #

Select the fields to be displayed in the table and adjust the order in which they appear, ensuring that only the data relevant to your operations is visible and optimized to meet your business needs. 

Note: The Company Name field cannot be removed or moved.

Companies Table #

The default company table displays all the companies you have created. If any filters are applied, only the companies that meet the filter criteria will be displayed. Let us go through each column.

• Name: Here you can view the names of all of the companies you have created in the system. Click on the company’s name to view its details, tasks, notes, and associated contacts.
• Phone: Here you can see the phone number associated with each company. 
• Email: The email address you have saved with each company will be shown here.
• Website: Displays the website URL associated with each company.
• Address: The physical address you have entered for each company is shown in this field.
• State: The state or province associated with each company’s address is listed here.
• City: The city where each company is located will appear in this field.
• Description: This field contains any additional notes or descriptions you have added about the company.
• Postal Code: The postal or ZIP code associated with the company’s address will be shown here.

• Country: The country where each company is located will be displayed in this field.
• Created At: Shows the date when each company was added to the system according to the account time zone.
• Updated At: Displays the most recent date when any information for the company was updated in the system, according to the account time zone.

Editing Company Details #

Click the Company Name to access its record. This allows you to edit key details about the company, add tasks and notes, and manage the contacts associated with it.

Actions #

Click the three dots located in the upper right-hand section to open the actions menu. Here, you can: 

• Copy Record ID: This allows you to copy the unique identifier (Record ID) associated with the company for easy reference or use in other processes.
• Delete Record- This allows you to Delete the company from the list.  Note: Deleting a company does not delete its contacts from your contacts list, it only removes the Company information from that contact’s Company tab.

Details  #

The Details section enables you to efficiently update company information. After making the necessary changes, click the Save button to preserve the updates.

Associations  #

Switch to the Associations tab to view the contacts linked to the company.

Associate additional contacts with the company by clicking the “+Add” button. To view contact details or disassociate a contact, click the three dots next to their record.

Tasks #

Navigate to the Tasks section to see the task list associated with each contact in this company. 

Note: Each task is specifically designed for each contact, and you need to add tasks for each contact manually.

Filter the tasks by the assigned team member, status, or the associated contact, or sort the tasks by their due date or created date by selecting the appropriate options.

Assign a task to any contact within the company list by clicking “+Add Task”. Fill out the required details when prompted, then click save to add the task to the list.

Additionally, you can efficiently locate tasks within the list using the search bar. To edit or delete a task, simply click the three dots next to the task entry.

Notes #

View, edit, and add notes to contacts associated with a company in the Notes tab. 

Filter the tasks by the associated contact, or sort the tasks by their created date in ascending or descending order by selecting the appropriate options.

Create a new note by clicking the “+Add Note” button, then enter the information you want to associate with the contact. Remember to select the Create button to save your note!

Efficiently locate notes within the list using the search bar. Additionally, you can edit or delete existing notes using the three-dot option beside each note.

With the ability to manage and organize companies and their associated contacts, you can maintain a clear overview of your business relationships. Whether you’re adding new companies, linking contacts, or managing tasks and notes, these features ensure efficient tracking and insightful management.

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