Edit a Company
To change company information, go to the Companies area and select the company.
To edit
a company, complete the following steps:
- Click to go to the Companies area.
- Use the search field immediately above the company name to select the company that you want to edit.
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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.
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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.
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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 + Add Company 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.
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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.
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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.