Customer Companies
You can create potential customer companies to connect them to the leads, opportunities, and contacts of representatives from these companies. By default, only active companies are displayed in the list interface.
Role required: crm_marketeer, crm_admin, crm_sales, crm_manager. Only crm_admin can edit existing records.
To create a customer company, complete the steps below:
- Navigate to CRM → Sales → Customer Companies.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Customer Company form fields
- General
- Responsible
- Documents
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Add the title of the company. |
| Relationship type | Y | Specify the relationship type between your company and the company you are creating. Available options:
|
| Class | N | Specify the company class. Available options:
|
| Website | Y | Specify the URL to the website of the company. |
| TIN | Y | Specify the company's TIN. The value must contain 9, 10 or 12 digits. |
| Category | N | Select the company category. Available options:
|
| City | N | Specify the company's location. |
| N | Specify the email of the company. | |
| Phone | N | Specify the phone number of the company. |
| Industry | N | Specify the company's industry. |
| Country | N | The country where the company is located. The field is filled in automatically when you specify the City. |
| Location (city) | N | The city where the company is located. The field is filled in automatically when you specify the City. |
| Parent company | N | Specify a parent company of the current one. |
| Description | N | Add a description of the company. |
| Field | Mandatory | Description |
|---|---|---|
| Responsibility | N | An employee responsible for the interaction with the company. The field is filled in automatically with the employee who created the record. After saving the record, you can add more responsible employees of the same selling direction as the one of the record creator. |
| Field | Mandatory | Description |
|---|---|---|
| Create / Open | N | Creates or opens the folder in the connected SharePoint instance. |
The form contains the Activity Feed widget. Only users with the crm_marketeer, crm_admin, crm_sales, crm_manager roles can leave comments there.
The record contains the following related lists:
Navigate to CRM → Sales → Customer Companies to see previously created customer companies. Open the Customer Company record to manage it. The actions available for the existing customer companies:
- Add to marketing list – click to add the company to the marketing list. The action is only available for the crm_sales, crm_manager roles.
- Deactivate / Activate – click to change the company's Active parameter. Inactive customer companies are hidden from the default list view and cannot be added to the marketing list. The action is available for the crm_manager role.