Companies

Last Updated: 26.11.2024

The Companies section can help you organize customer data by companies rather than individual contacts. Companies can be sorted by various parameters such as industry, size, and location.

Last Updated: 11.07.2024

In this article, we will talk about how to manage your list of companies in the CRM system effectively, including how to view your list of companies, use search filters, and access companies in contact, deal, and task cards.

Last Updated: 12.07.2024

To manage deals effectively, it’s important to keep them up to date. You can change a company’s name, fields, and contact information, edit files, and leave comments.

Last Updated: 11.07.2024

You can add fields with more information about a company’s industry, products or services, size, and other data that will help you understand its needs.