Companies Toolbar

Use the toolbar in the Companies area to edit company information or add a touchpoint for the company.

Contents

Field Description
Click this icon if you want to use the Edit Company form to make changes to the summary and overview information for the currently selected company or you want to delete that company. (In most cases, you can also change this information directly in the summary along the left side of the Companies area or on the Overview tab.)
Click this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed company. (You can also add touchpoints for a company on the Touchpoints tab.)