- Quick Start
- Set up your Team
- Custom Fields
- Sales Pipeline
- Task Management
- Client Management
- What is an ‘entity’?
- Manage Entity
- Lead Scoring
- Campaign Management
- Deals Management
- System Settings
Company records are useful in B2B relationships and interactions.
1. To add a Company Profile, click on the ‘Companies’ tab on the main toolbar.
2. Click on the ‘Create’ button located at the upper right corner of the screen.
3. Fill out the Company Details.
4. Associate Employees to the company by clicking on the ‘Employees’ tab.
5. Click the ‘Save Company’ button to save your data.