Managing Companies

You can manage various aspects of a company's details, including activities, tasks, and relationships. Additionally, you can oversee the company's pipeline opportunities, e-commerce orders, and contacts. Furthermore, you can manage associated addresses, documents, and custom fields, ensuring comprehensive control over all company-related information.

This article consists of the following sections:

• Updating company details
• Managing activities
• Viewing event stream details
• Managing relationships
• Managing opportunities
• Managing orders
• Managing tasks
• Managing contacts
• Managing addresses
• Managing documents
• Custom Fields
• Managing alerts
• Managing company info
• System Info
• Archiving companies
• Deleting a company

Updating company details:

To update a company's details:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company you want to edit and select its View row action link.
4. Select EDIT.
5. Make your changes.
6. Select SAVE.

Managing activities

This tab allows you to add and update activities associated with a company. Topics in this section include the following:

• Adding an activity
• Updating an activity

Adding an activity

To add an activity:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company to which you want to add an activity and select its View row action link.
4. Navigate to the 'Activities' tab.
5. Select ADD ACTIVITY.
6. Fill out the form for adding an activity. Please refer to the Activities documentation for the field input requirements and descriptions.
7. Select ADD ACTIVITY

Updating an activity

To update an activity:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose activity you want to update and select its View row action link.
4. Navigate to the 'Activities' tab.
5. Find the activity you want to update and select EDIT.
6. Make your changes.
7. Select SAVE.

Viewing event stream details

The event stream allows you to review significant data changes and updates that occurred to the company. To view the event stream:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose event stream you want to view and select its View row action link.
4. Navigate to the 'Event Stream' tab.
5. Find the event whose details you want to view and select VIEW DETAILS.

Managing relationships

You can manage a company's relationships using the 'Relationships' tab. Topics discussed in this section include the following:

• Adding a relationship
• Updating a relationship
• Removing a relationship

Adding a relationship

To add a relationship:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose relationships you want to manage and select its View row action link.
4. Navigate to the 'Relationships' tab.
5. Select ADD RELATIONSHIP.
6. Fill out the form.
7. Select SAVE.

These are the input requirements and descriptions for adding a relationship to a company:

Updating a relationship

To update a relationship:

1. Navigate to the CRM on the main menu.
2. Select Companies.
3. Find the company whose relationship you want to update and select its View row action link.
4. Navigate to the 'Relationships' tab.
5. Find the relationship you want to update and select its Edit row action link.
6. Make your changes.
7. Select SAVE.

Removing a relationship

To remove a relationship:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company containing the relationship you want to remove and select its View row action link.
4. Navigate to the 'Relationships' tab.
5. Find the relationship you want to remove and select its Remove row action link.
6. Finalize the removal of the relationship from the company on the confirmation modal.

Managing opportunities

The pipeline opportunities that the company is associated with are displayed on the 'Opportunities' tab. Topics discussed in this section include the following:

• Viewing an opportunity
• Adding an opportunity

Viewing an opportunity

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose opportunity you want to view and select its View row action link.
4. Navigate to the 'Opportunities' tab.
5. Find the opportunity you want to view and select its View row action link.

Adding an opportunity

To add an opportunity:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company to which you want to add an opportunity and select its View row action link.
4. Navigate to the 'Opportunities' tab.
5. Select ADD OPPORTUNITY.
6. Fill out the forms for adding an opportunity.
7. Select ADD ORDER.

Managing orders

You can manage a company's e-commerce orders using the 'Orders' tab. Topics in this section include the following:

• Viewing an order
• Adding an order

Viewing an order

To view an order:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose orders you want to view and select its View row action link.
4. Navigate to the 'Orders' tab.
5. Find the order you want to view and select its View row action link.

Adding an order

To add an order:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company to which you want to add an order and select its View row action link.
4. Navigate to the 'Orders' tab.
5. Select ADD ORDER.
6. Fill out the forms for adding an order.
7. Select ADD ORDER.

Managing tasks

You can manage a company's tasks on this tab. Topics discussed in this section include the following:

• Adding a task
• Updating a task
• Completing a task
• Reopening a task
• Deleting a task

Adding a task

To add a task:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company to which you want to add a task and select its View row action link.
4. Navigate to the 'Tasks' tab.
5. Select ADD TASK.
6. Fill out the form for adding a task.
7. Select ADD TASK.

These are the input requirements and descriptions for adding a task to a company

Updating a task

To update a task:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose task you want to update and select its View row action link.
4. Navigate to the 'Tasks' tab.
5. Select the task you want to update.
6. Make your changes.
7. Select SAVE.

Completing a task

To mark a task as completed:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose task you want to mark as complete and select its View row action link.
4. Navigate to the 'Tasks' tab.
5. Find the task you want to complete and select its overflow menu ().
6. Select Mark As Completed.

Reopening a task

To reopen a previously completed task:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose task you want to reopen and select its View row action link.
4. Navigate to the 'Tasks' tab.
5. Select the 'Status' filter, then select Completed.
6. Find the task you want to reopen and select its overflow menu ().
7. Select Reopen Task.

Deleting a task

To delete a task:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose task you want to delete and select its View row action link.
4. Navigate to the 'Tasks' tab.
5. Find the task you want to delete and select its overflow menu ().
6. Select Delete Task.
7. Finalize the deletion of the task using the confirmation modal.

Managing contacts

You can use this tab to manage contacts assigned to a company. Topics in this section include the following:

• Assigning contacts
• Removing contacts

Assigning contacts

To assign contacts:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company to which you want to assign a contact and select its View row action link.
4. Navigate to the 'Contacts' tab.
5. Select ASSIGN CONTACTS.
6. Select the contacts you want to assign to the company.
7. Select ASSIGN CONTACTS.

Removing contacts

To remove contacts:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose contact you want to unassign and select its View row action link.
4. Navigate to the 'Contacts' tab.
5. Find the contact you want to unassign from the company and select its Remove row action link.
6. Finalize the removal of the contact using the confirmation modal.

Managing addresses

Use this tab to manage the addresses associated with the company. Topics discussed in this section include:

• Adding an address
• Updating an address
• Deleting an address

Adding an address

To add an address:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company to which you want to add an address and select its View row action link.
4. Navigate to the 'Addresses' tab.
5. Select ADD ADDRESS.
6. Fill out the form for adding an address to a company.
7. Select ADD ADDRESS.

These are the input requirements and descriptions for adding an address to a company:

Updating an address

To update an address:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company with the address you want to update and select its View row action link.
4. Navigate to the 'Addresses' tab.
5. Find the address you want to update and select EDIT.
6. Make your changes.
7. Select SAVE.

Deleting an address

To delete an address:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company containing the address you want to delete and select its View row action link.
4. Navigate to the 'Addresses' tab.
5. Find the address you want to delete and select DELETE
6. Finalize the address deletion on the confirmation modal.

Managing documents

Use this tab to manage the documents related to a company. Topics in this section include the following:

• Adding a document
• Updating a document
• Deleting a document

Adding a document

To add a document:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company to which you want to add a document and select its View row action link.
4. Navigate to the 'Documents' tab.
5. Select ADD DOCUMENT.
6. Fill out the form for adding a document.
7. Select ADD DOCUMENT.

These are the input requirements and descriptions for adding a document to a company:

Updating a document

To update a document:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company containing the document you want to update and select its View row action link.
4. Navigate to the 'Documents' tab.
5. Find the document you want to update and select its EDIT link.
6. Make your changes.
7. Select SAVE.

Deleting a document

To delete a document:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company containing the document you want to delete and select its View row action link.
4. Navigate to the 'Documents' tab.
5. Find the document you want to delete and select its DELETE link.
6. Finalize the document deletion using the confirmation modal

Custom Fields

Use this tab to manage the custom fields associated with a company. To edit a company's custom fields:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company containing the custom field you want to update and select its View row action link.
4. Navigate to the 'Custom Fields' tab.
5. Select EDIT.
6. Make your changes.
7. Select SAVE.

Managing alerts

Use this tab to manage the alerts for a company. Topics in this section include the following:

• Adding an alert message
• Updating an alert message
• Deleting an alert message

Adding an alert message

To add an alert message:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company to which you want to add an alert message and select its View row action link.
4. Navigate to the 'Alerts' tab.

5. Select the type of alert message you want to add:

   • View alert message
   • Edit alert message
6. Select ADD ALERT MESSAGE.
7. Fill out the form for adding an alert message.
8. Select ADD ALERT MESSAGE.

These are the input requirements and descriptions for adding an alert message:

Updating an alert message

To update an alert message:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company containing the alert you want to update and select its View row action link.
4. Navigate to the 'Alerts' tab.
5. Find the alert message you want to update and select its EDIT link.
6. Make your changes.
7. Select SAVE.

Deleting an alert message

To delete an alert message:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company containing the alert you want to delete and select its View row action link.
4. Navigate to the 'Alerts' tab.
5. Find the alert message you want to update and select its EDIT link.
6. Delete the alert message on the text area.
7. Select SAVE.

Managing company info

This tab allows you to store data in any structure unique to the company. Topics in this section include the following:

• Adding company info
• Updating company info
• Deleting company info

Adding company info

To add company info:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company to which you want to add company info and select its View row action link.
4. Navigate to the 'Company Info' tab.
5. Select ADD COMPANY INFO.
6. Fill out the form for adding company info.
7. Select ADD COMPANY INFO.

These are the input requirements and descriptions for adding company info to a company:

Updating company info

To update company info:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company containing the company info you want to update and select its View row action link.
4. Navigate to the 'Company Info' tab.
5. Find the company info you want to update and select its EDIT link.
6. Make your changes.
7. Select SAVE.

Deleting company info

To delete company info:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company containing the company info you want to delete and select its View row action link.
4. Navigate to the 'Company Info' tab.
5. Find the company info you want to delete and select its DELETE link.
6. Finalize the deletion of the company info on the confirmation modal.

System Info

Insites allows you to access details about the CRM company, including the creation date, last update timestamp, and the user responsible for the latest modification. This information is available in the 'System Info' tab. To view this tab:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose system info you want to view and select its View row action link.
4. Navigate to the 'System Info' tab.

Archiving companies

Archiving companies allows you to move company data to a place where it is out of view but still retrievable. This allows you to store data that is not actively being used for future reference, while freeing the system of clutter.

There are three ways of archiving companies in the CRM:

• Archiving a company on the 'Companies' page.
• Bulk-archiving companies.
• Archiving a company using its 'View' page.

Archiving a company on the 'Companies' page

Follow the steps below to archive a company on the 'Companies' page.

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company you want to archive and select its Archive row action link.
4. Finalize archiving the company on the confirmation modal.

Bulk-archiving companies

To bulk-archive companies:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Select the companies you want to delete using their checkboxes. Ticking the topmost checbox selects all companies.
4. Select Bulk Actions , then choose Archive.
5. Select APPLY.
6. Finalize archiving the companies on the confirmation modal.

Archiving a company using its 'View' page

To archive a company using its 'View' page:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company you want to archive and select its View row action link.
4. Select ACTIONS , then choose Archive Company.
5. Finalize archiving the company on the confirmation modal.

Deleting a company

Deleting company data removes the company's data from the CRM permanently. This action clears up valuable storage space, and allows the system to comply with regulations related to data privacy and security, such as when dealing with data under GDPR.

Copmany data can be deleted using one of two ways:

• Deleting a company
• Deleting multiple companies

Deleting a company

To delete a company:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company you want to delete and select its Delete row action link.
4. Finalize the company deletion using the confirmation modal.

Deleting multiple companies

To delete multiple companies:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Select the companies you want to delete using their checkboxes. Ticking the topmost checkbox selects all companies.
4. Select Bulk Actions , then choose Delete.
5. Select APPLY.
6. Finalize archiving the companies on the confirmation modal.