The company can be added as an independent element. It is suitable if a potential client comes to your office and you need to save the contact information.
Go to the CRM section - Customers - Companies.
Click the Create button.
You can also create a company in the lead/deal/contact form. Fill in the Customer field in the entity form and save it.
CRM entity form
How to fill out the form
By default, all you need to create a company is to fill in its name.
In the same section, enter information about the company type, industry and annual revenue.
Specify the contact information - phone, email, website, messengers.
In the Contact field, fill in the company details. There may be more than one contact for the company. Add the address. It can be selected from the list or on the map.
The next step is the company details after filling out the basic information.
In the Details field, you can add full company name, VAT ID, bank details and other data. Later you will be able to use the entered details to create a payment document or a contract for services.
Additional Information
In the More section, indicate the number of employees and leave a comment, if required.
The Available to anyone option allows other employees to work with the company.
Read also:
- Access Permissions in CRM
- Link deals, contacts and companies
- Client field in lead/deal forms
- Updates in working with addresses and contact/company details in CRM
- Contact or company details templates