How to...

These help topics provide step-by-step instructions for adding new companies, recording touchpoints for companies, tracking company associations with opportunities and with other companies, entering contacts for companies, and maintaining a list of your employees who are teaming with companies on opportunities.

Related topics:

  • Select a Company
    Use the search field immediately above the company name in the Companies area to select the company that you want to review or edit.
  • Use a Custom Company Search
    If the default company searches (Active, All, and Mine) for locating and selecting companies are not satisfactory, you can create custom searches. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Add a Company
    Use the Add Company form to add a new company record for a client, vendor, subconsultant, government agency, or competitor.
  • Edit a Company
    To change company information, go to the Companies area and select the company.
  • Delete a Company
    If a company is created by mistake or for some other reason you want to completely remove a company, you can delete it.
  • Add a Touchpoint for a Company
    Click on the Companies toolbar to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed company. You can also add a touchpoint for the company directly in the grid on the Touchpoints tab, and you can view or edit all touchpoints for the company in that grid.
  • View and Update Touchpoints for a Company
    Use the Touchpoints tab in the Companies area to view and update the touchpoints (simple activities such as meetings or phone calls) for a company.
  • View and Update Associations for a Company
    Use the Associations tab in the Companies area to view and maintain lists of the opportunities and other companies that are associated with the currently selected company.
  • View and Update Contacts for a Company
    Use the Contacts tab in the Companies area to view and update the contacts for a company.
  • View and Update Team Members for a Company
    Use the Team tab in the Companies area to view and update a list of your employees who are associated with a company.
Parent Topic: Companies