Company Details

The Company Details page gives you a complete view of your customer organizations, helping you manage business relationships, track activity, and keep important company information organized in one place. From company contact information and associated contacts to addresses, tags, notes, order history, and timeline activity, this page serves as a central hub for understanding and managing each company's interactions with your business. This article explains how to navigate Company Details and use its features to maintain accurate records, improve collaboration, and strengthen customer relationships.

Navigating into the Company Details

• Click on Companies on the top nav bar
• Click Company Name to open details 

Company Information

On the left panel you will see your company details:

• Company Name
• Website URL
• Phone
• Discount

Contacts

You have the ability to associate a contact or multiple contacts to a Company or Organization.

NOTE:It's important to keep your contacts/companies clean to ensure accurate data. A tidy CRM will help make managing your business relationships easy!

• Click the + Sign to add or create a new contact.
• Click Contact Name to take you into the contacts details.

Address Book

You have a number of addresses that can be entered per a contact.

• Click + Sign to add an address
• Click Edit Pencil to change, edit or delete an existing address

Tags

Tags are custom keywords to help you sort, filter and group your companies under a specific label.

Use Case:Tag "VIP" to all clients that you know are the most loyal of the bunch!

Tag Manager

Tag Manager gives you the ability to edit and/or delete your tags. If you don't have contacts or companies associated to a tag, you have the ability to purge the unused tags and create new ones.

Notes

Leave a high-level note that everyone on your team needs to know about the company as a whole.

Example: Angular's main headquarters is located East Coast. ALWAYS call after 10a EST (7a MST)

Order History

Gives you a high-level order summary made by multiple contacts within the company.

Timeline

Changes made and comments added will automatically be documented to your Timeline. Timeline gives you accountability and insight into the activities happening with the company, anything from editing contact info to adding/removing a tag.

Leave a comment so that anyone that opens this company can see what you discussed.

Example:"Kevin called in and asked to add Steve Fuller as a contact."

IMPORTANT: Comments are internal ONLY. Contacts will not be notified via comments.