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About Companies

The Companies module is at the heart of everything CRM does – companies can be your prospects, leads customers or suppliers. Every quote, order, invoice, payment, project, product etc. that you create in CRM can be linked back to a Company record.

From the module, you can quickly create a range of Activities, undertake numerous actions and view your company records in a number of different ways (e.g. Map, Kanban or Duplicates View).

Toolbar & view options in the Companies module

 

 

 

From an open company record, you can quickly view related records from throughout the system by navigating through the tabs.

You can navigate through the tabs on a Company record to view related records

 

 

 

 

 

 

 

 

Help Articles

The following articles provide further information about the features and functions of the module:

Videos

You can also see our videos on the following topics:

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