Companies tool is used to see the different companies that you have added, change, delete them and add new ones. You can add company to a contact and with that group the contacts.
Steps
- From the right corner on Settings go to Companies
- Click on Add or double click on some of the existing to edit
- Put information on the fields
- Click Save
Connection between Companies and Contacts
- You can assign company to the contacts that you have.
- Open one contact
- Click on Edit
- In the pop-up window look for field Company and choose from the list of companies you have
- Click on Save & Close
- By filtering the list you can see the contacts of that company
- When contact is opened by clicking on the company name on the pop-up details will be shown along with the related contacts , their compliance level and the one of the company
Good to know
- The Company Compliance is the average value from the compliance levels of the related contacts
- Phone number and Email are clickable and allows you to make call or send email
Related topics
- Companies & Referral