It’s not just for people, you can add avatars and tags to companies in your account too!
Tag: companies
in News
Updated Permissions
We just recently updated some new features and permissions you might want know about.
When we rolled out the new People tab a few weeks ago, consolidating the leads and contacts tab, we spun off a new ‘type’ category for your People, called Customer. So now, you can classify a person as a Customer, Lead or a Contact. Continue reading Updated Permissions
in News
Get a Bird’s Eye View of Companies
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
Organize your contacts by 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!
