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Version: 1.3.2

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.

tip

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:

  1. Navigate to CRM → Sales → Customer Companies.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes.

Customer Company form fields

FieldMandatoryDescription
NameYAdd the title of the company.
Relationship typeY

Specify the relationship type between your company and the company you are creating. Available options:

  • Client
  • Media
  • Competitor
  • Other
ClassN

Specify the company class. Available options:

  • Internal
  • Customer
  • Manufacturer
  • Service provider
  • Service partner
  • Prospective customer
Main contactNSpecify the main contact of the customer company.
WebsiteYSpecify the URL to the website of the company.
TINYSpecify the company's TIN. The value must contain 9, 10 or 12 digits.
CategoryN

Select the company category. Available options:

  • A
  • B
  • C
  • D
EmailNSpecify the email of the company.
PhoneNSpecify the phone number of the company.
Location (city)NSpecify the company's location.
IndustryNSpecify the company's industry.
Parent companyNSpecify a parent company of the current one.
Account managerNSpecify the account manager responsible for communication with the company.
DescriptionNAdd a description of the company.

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.