Company Detail Page Explained

To navigate to a Company Detail Page, click on the name of the company listed on a Company Listing Page or click on the company name within an associated Lead’s Detail Page.

On the Company Detail Page, you can find all of the information related to a company.

Tabs:

Notes Tab – This is where you can add notes related to the company.  This tab also maintains a running history of the Company, including tasks, merges, restrictions and other actions associated with a company. Company notes also have the Pin, Edit or Delete functions for users with those capabilities.

Leads Tab – On the Leads Tab, this is where you can find all leads (both open and closed) associated with the company. This tab has the same functionality as the Lead Listing Pages including sorting, filtering, pinning and hiding columns, and drag and drop features.

Tasks Tab – On the Tasks Tab, this is where you can see all tasks (both completed and incomplete) associated with the company. This tab has the same functionality as the Task Listing Pages including sorting, filtering, pinning and hiding columns, and drag and drop features.

Contacts Tab – On the Contacts Tab, this is where you can see all contacts associated with the company. This tab has the same functionality as the Contact Listing Page including sorting, filtering, pinning and hiding columns, and drag and drop features.

Files Tab – On the Files Tab, this is where you can see all files associated with the company. This is a great place to store files about the company as a whole like a company brochure or company level price list. This tab has the same functionality as other listing pages in the system, including sorting, filtering, pinning and hiding columns, and drag and drop features.

Quick Action Menu

From the Quick Actions Menu, you can do several things:

• Create Lead from Company – this is described in the How to Create a Customer Management Lead reference document.
• Create Task from Company – this is described in the How to Create Company or Contact Tasks reference document.

• Create Contact from Company – this is described in the How to Create a Contact reference document.

• Attach Files to Company – this is described in the How to Attach Files  reference document.
• Edit Company
  • When you click on this link, you’ll be taken to the edit screen where you can update any company information. Once you’ve made your edits, click on the “Save” button to save your changes.
• Merge Company – this is described in the  How to Merge Companies or Contacts reference document.
• Restrict Access – this is described in the How to Restrict Access to Companies or Contacts reference document.
• Delete Contact
  • When you click on “Delete Company”, you’ll be asked to include a note explaining why you’re deleting the company. Click on the “Delete Company” button to complete the deletion. Once this change has been made, the company will no longer appear on the Company Listing Page and all of its associated tasks will be removed from the system. However, all contacts, leads, files, and notes associated with the company will still exist.