By clicking on the logo or name of your company from any page in the system, you will be taken to their individual Company Detail Page. This is where all of the information associated with that company can be found and edited.
Page Tabs
Each tab displays the corresponding information and allows you to add that type of information as well.
- History - The history tab is where you can add a note and and view all history records associated with that company.
- Contacts - This tab will show you all contacts in the system that have a link with the company. The table contains the contact information and links that will take you to the contact detail page. You can add contact from this tab too.
- Deals - This tab lists any deals, regardless of status, that the company is associated with. You can add deals from this tab too.
- Outside Advisors - This tab will show you any outside advisors a company has.
Contact Info
This section holds all the information you need to reach out to the company.
Additional Info
This section holds all the pertinent details for the company — tags, client identifier, and industry, to name a few.
Files and Documents
This section is where you can upload files for this company.
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