Edit a Company

To change company information, go to the Companies area and select the company.

To edit a company, complete the following steps:

1. Click to go to the Companies area.
2. Use the search field immediately above the company name to select the company that you want to edit.
3. To change information in the summary on the left side of the Companies area or information on the Overview tab, do one or more of the following:
   • To change the value in a field with a drop-down list, indicated by , click the field and select the value.
   • To change the value in a field with an edit dialog box, hover over the field to display the icon, click , and enter or select the value.
   • To edit multiple fields using the Edit Company form, click on the Companies toolbar. Click on the Edit Company toolbar to save your changes.
4. To change the touchpoints for the company, click the Touchpoints tab, and do one or more of the following:
   • To add a new touchpoint, click + Add Touchpoint below the Touchpoints grid.
   • To change a field value for a touchpoint, enter or select the value in that field.
   • To add or view a Kona task for a touchpoint, hover over the grid row and click at the end of the row.
   • To remove a touchpoint, hover over the grid row and click at the end of the row.
5. To change the associations for the company, click the Associations tab, and do one or more of the following:
   • To add a new association with an opportunity, click + Add Opportunity below the Opportunities grid.
   • To add a new association with another company, click below the Companies grid.
   • To change a field value for an association, enter or select the value in that field.
   • To remove an association, hover over the grid row and click at the end of the row.
6. To change information about contacts for the company, click the Contacts tab, and do one or more of the following:
   • To add a new contact, click + Add Touchpoint below the contacts grid.
   • To change a field value for a contact, enter or select the value in that field.
   • To change contact phone numbers, location, or email address, hover over the grid row and click at the end of the row.
   • To remove a contact, hover over the grid row and click at the end of the row.
7. To change the team information for the company, click the Team tab, and do one or more of the following:
   • To add one of your employees as a team member, click + Add Team Member below the grid.
   • To change a field value for a team member, enter or select the value in that field.
   • To enter or change a description of the relationship between the employee and the company, hover over the grid row and click at the end of the row.
   • To remove an employee from the team, hover over the grid row and click at the end of the row.