Companies
Example CRM Process
Lead ➜ Opportunity ➜ Customer
A company can be a lead, opportunity, customer, supplier, or both a customer and supplier.
The Companies page displays a list of all your companies. From this page, you can add a new company, view or edit an existing one, and manage all your companies in one page.
You can think of this page as the central hub of all your business relationships.
Introduction to companies
Company classifications
A company can be classified as a lead, opportunity, customer, supplier, or both a customer and supplier.
- Lead: a company with its type set to "Lead"; the start of the CRM process and a potential customer.
- Opportunity: a deal or tender that your business is aiming to win; a lead that has progressed into an opportunity.
- Customer: an active paying customer, ready for transactions.
- Supplier: an active supplier for purchase orders.
- Customer+Supplier: both an active paying customer and a supplier you can purchase items from.
To customise (add, remove, or edit) these company types, go to the Company types settings page.
Leads, opportunities, and suppliers are marked with tags like this:
Companies page - key functions
The Companies page gives you an overview of all your companies and lets you manage them in one organised page. On this page, you can:
Refine your search using additional filters.
e.g. "Accepts email marketing."
View or edit an existing company
by clicking on the company name in blue.
Add a new company.
Learn more about this in the sections below.
Add a new company
On the Companies page, click +Add company to open the Company entry page (company card file). To get started:
1.
2.
Enter the company name and contact person, and any other company details you want to enter.
Companies can also be added via the Leads and Opportunities pages.
On the company card file, you'll find an access menu on the left. Use it to quickly navigate between different pages related to that specific company.
Here's what each quick link in the access menu provides you with.
| Quick link |
Description |
| Dashboard |
See a snapshot of information about the customer's ageing, values, and other stats. |
| History |
View details of changes made to the company card file. |
| Lead entry |
View or edit lead scoring details. |
| Opportunities |
Create, view, or edit opportunities. |
| Options |
Configure various options, such as: payment term, credit limit amount, default shipping method, enable automatic invoice emails. |
| Contact persons |
Create, view, or edit contact persons, and configure options for each contact person, such as include/exclude from marketing emails. |
| Tasks |
Create, view, or edit tasks. |
| Notes |
Create, view, or edit notes/reminders. |
| Documents |
Upload, view, or edit uploaded documents (PDFs, Microsoft Word & Excel docs, text files). |
| Transactions |
View all past and outstanding invoices, credits, and payments with this customer. |
| Sales orders and quotes |
View all outstanding orders and quotes. |
| Consignment products* |
View products, quantity levels, and product costs in the consignment location. |
* Only available with the consignment location module add-on.
Assign a pricing tier
On the company card file, select the pricing tier(s) you want to assign to this company, under the Status & tags section.
This can only be done once you've created and set up some pricing tiers. Learn how to do this here.
Watch a quick video on assigning pricing tiers to a company:
Add shipping/delivery addresses
A customer or customer+supplier can have multiple shipping addresses. To add additional addresses, click +More addresses under the Addresses section.
These addresses can be searched from the Companies page or when searching for a company in any other page.
Watch a quick video to see how shipping addresses work:
