How to...
These help topics provide step-by-step instructions for adding new companies, recording touchpoints for companies, tracking company associations with opportunities and with other companies, entering contacts for companies, and maintaining a list of your employees who are teaming with companies on opportunities.
- Select
a Company
Use the search field immediately above the company name in the Companies area to select the company that you want to review or edit. - Use a Custom
Company Search
If the default company searches (Active, All, and Mine) for locating and selecting companies are not satisfactory, you can create custom searches. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again. - Add
a Company
Use the Add Company form to add a new company record for a client, vendor, subconsultant, government agency, or competitor. - Edit
a Company
To change company information, go to the Companies area and select the company. - Assign an Image to an Opportunity,
Company, or Contact
You can upload an image (for example, a company logo or a contact photograph) to iAccess so that you can assign it to an opportunity, company, or contact, or you can select an image from the library of images supplied with iAccess. If you do not assign an image, iAccess uses a default image. - Delete
a Company
If a company is created by mistake or for some other reason you want to completely remove a company, you can delete it. - Add a Touchpoint for
a Company
Click
on the
Companies toolbar to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed
company. You can also add a touchpoint for the
company directly in the grid on the Touchpoints tab, and you can view or edit all touchpoints for the
company in that grid.
- View and Update Touchpoints for
a Company
Use the Touchpoints tab in the Companies area to view and update the touchpoints (simple activities such as meetings or phone calls) for a company. - View and Update Associations for
a Company
Use the Associations tab in the Companies area to view and maintain lists of the opportunities and other companies that are associated with the currently selected company. - View and Update Contacts for
a Company
Use the Contacts tab in the Companies area to view and update the contacts for a company. - View and Update Team Members for
a Company
Use the Team tab in the Companies area to view and update a list of your employees who are associated with a company.
Parent Topic: Companies