Firms
Use the Firms form and related dialog boxes to enter, view, and edit information for each firm that your company or enterprise wants to track.
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- 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. - Fields and Options
To create and edit firms, you work with the fields and options on the tabs, forms, and dialog boxes in the Firms hub. If custom fields display on a tab, be sure to complete any that are marked as required. - Learn More About...
These help topics provide information about key concepts and components to help you use the Firms hub.
Parent Topic: Firms Hub