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Company Layout

This article outlines the general layout of a Company in the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

A Company sits at the top of the hierarchy where Contacts can be created and Sales Ledgers can be set.

From a Company, you're able to view all Contacts, Opportunities, Problems, Quotes etc. which sit under it.

Selecting one of the pages on the left-hand side, such as Details or Address, will show any records created at any level of the hierarchy under the Company.

Additional records can be created within a Company and this is done by selecting the plus icon on the right-hand side. 

Do you have a customer that operates from multiple locations? Consider using Company Groups!

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