How to...

In addition to creating new firm records or editing existing ones, you can review and update contacts, team members, and associations, as well as add touchpoints, You can create new firm records and edit existing ones, as well as review and update contacts, add team members, associations, and touchpoints, and create hierarchies for firm records.

Many of the procedures that you use in the Hubs are similar across all hubs (for example, Copy a Record). For detailed information, see: Hubs Basic Procedures

Related Topics:

  • Add a Firm
    Use the Add Firm form to add a new firm record for a client, vendor, government agency, competitor, or any other entity you want to track.
  • Edit a Firm
    If your security access rights permit, you can change firm information.
  • Add a Firm Address
    You can associate one or more addresses with a firm record. When there are multiple locations entered, it is necessary to identify one address as the Primary for the firm.
  • Delete a Firm Address
    You can delete an address that is associated with a firm.
  • Add a Vendor Record
    When you add a firm record, you have the option to designate the firm as a Vendor type of firm. This enables a Vendor tab where you can enter additional purchasing, banking, accounting, and payment information for the record.
  • Create a New Firm Record when Qualifying a Contact
    When a contact is interested and meets your firm's business criteria for qualification and a potential project, you have the option to create a corresponding firm record.
  • View the Firm Hierarchy
    The Firm Hierarchy tree displays the parent-subsidiary relationships of your firms in graphical form.
  • Create a New Firm Hierarchy
    When you have firms or agencies that should be associated in a hierarchical relationship, you can create a firm hierarchy to represent the parent-subsidiary relationship in graphical form. This is useful for grouping information on reports and gives you a better understanding, for example, of project profitability or opportunity award ratios for the entire hierarchy.
Parent Topic: Firms