Contact Companies Procedures This section describes the steps you need to follow to work with contact companies Related Topics:Create a Contact Company Once you identify key companies you like to be in business with, you can start recording their initial details in the Contact Companies workspace. Use these steps to add a new contact company. Create a Customer Use these steps to add a new customer based on the contact company. Create a Contact Person You can include the contact information of key people you will reach out to in a contact company's record. Add an Employee to a Contact Company Use these steps to designate existing employees to manage your company's interactions with current and potential customers. Add an Opportunity Use these steps to easily track past, ongoing, and future opportunities with your customers in the Opportunities tab of the Contact Company workspace. Add an Event As your company's relationship with a customer progress, you can log your activities with them in the Events tab of the Contact Companies workspace. For example, you want to record a discovery call, including who took the call for your company and who they reached out to. Attach a Document Use these steps to upload and attach documents to a contact company record. View a Document You can view any document listed in the Documents tab or subtab of a workspace. Parent Topic: Contact Companies HomeMaconomy User Guides Web ClientCRMContact CompaniesContact Companies Procedures
Contact Companies Procedures This section describes the steps you need to follow to work with contact companies Related Topics:Create a Contact Company Once you identify key companies you like to be in business with, you can start recording their initial details in the Contact Companies workspace. Use these steps to add a new contact company. Create a Customer Use these steps to add a new customer based on the contact company. Create a Contact Person You can include the contact information of key people you will reach out to in a contact company's record. Add an Employee to a Contact Company Use these steps to designate existing employees to manage your company's interactions with current and potential customers. Add an Opportunity Use these steps to easily track past, ongoing, and future opportunities with your customers in the Opportunities tab of the Contact Company workspace. Add an Event As your company's relationship with a customer progress, you can log your activities with them in the Events tab of the Contact Companies workspace. For example, you want to record a discovery call, including who took the call for your company and who they reached out to. Attach a Document Use these steps to upload and attach documents to a contact company record. View a Document You can view any document listed in the Documents tab or subtab of a workspace. Parent Topic: Contact Companies HomeMaconomy User Guides Web ClientCRMContact CompaniesContact Companies Procedures