Company is a CRM element that contains detailed information about a company. The company can be your client, a supplier or a partner.
Company list
Go to the CRM > Customers > Companies section.
The list of companies contains basic information.
You can also set up the information you want to see in the list of companies.
You can use the search bar to find the company you need by name, phone number, e-mail address or field of activity.
Click the cogwheel button to import/export companies or start the duplicate control.
To see the total number of companies, click the Show quantity option at the bottom of the page.
How to work with companies
Click the Add button to create a new company and specify all information in the form.
Click on any company name to open its form. The company form consists of two parts: the information about the company and the connection to other CRM elements and scheduled cases. You can also save company details and an invoice for payment to this client.
Available actions
Open the actions menu to view, edit, copy, delete a company.
You can also select several companies and then select an action that will be applied to these companies.
