Lead Zeppelin

Looking for a way to see all the companies that you do business with? Look no more! Click on the Contacts tab and there on the right sidebar, you’ll see a link to View Company Directory

If you’ve specified a Company for any of your leads or contacts, they’ll show up here. You can manage company-level information on their company screen, as well as notes, attachments and files, just like you do for your contacts and leads.

Any and all people that you’ve associated to a particular company will be listed and linked on the right sidebar of the company profile screen.

Coming soon: ability to associate a Deal to a Company

We’ve added a category for Companies to the Lead Zeppelin CRM. Now, you can add information for your contact’s and lead’s companies. People can be associated to a Company and will be listed along the right sidebar.

What’s more, you can add notes, attach files and add tasks for a Company, just like you do for Leads and Contacts!