Customer Companies

You can create potential Customer Companies (crm_customer_company) 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.

The Customer Company table is a child table of the Company (org_company) table of the SimpleOne platform.

Create a customer company

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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

General

Field	Mandatory	Description
Full name	N	Full legal name of the company recived through an integration. The field is read-only. It is empty if: There is no active integration with a service providing this information, for example, DaData, on your instance. The TIN is not specified for the company. The company with the specified TIN was not found in the integrated external system. An error occurred in the work on the integration.
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: Internal Customer Manufacturer Service provider Service partner Client – default value. Media Competitor Partner – the value is hidden from the form. It is selected automatically for the records of the Partner (crm_partner) child table. Other
Main contact	N	Specify the main contact of the customer company.
Website	Y	Specify the URL to the company website.
TIN	Y	Specify the company's TIN. The value must contain 9, 10 or 12 digits.
Category	N	Select the company category. Available options: A B C D
Email	N	Specify the email of the company.
Phone	N	Specify the phone number of the company.
Location (city)	N	Specify the company's location.
Industry	N	Specify the company's industry.
Parent company	N	Specify a parent company.
Account manager	N	Specify the account manager responsible for the communication with the company.
Description	N	Add a description of the company.
Responsibilities	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 responsibilities.

Documents

Field	Mandatory	Description
Link to document folder	N	Create or Open a document folder for this company in SharePoint. If the SharePoint connection is not configured, use the Attachment widget to add the company documents.

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:

• Customer Contacts – the list of contacts associated with the company.
• Opportunities – the list of opportunities created for the company.
• Certificates – the list of certificates granted to the company's employees.
• Marketing Lists – the marketing lists that include the company.
• Leads – the list of leads created for the company.
• CRM Tasks – the list of tasks created for the company.
• Actions – the list shows all actions (CRM tasks, phone calls, meetings, emails) created for the company.
• Phone Calls – the list of phone calls to the company.
• Meetings – the list of meetings created for the company.
• Emails – the list of emails sent to the company or received from it.
• Duplicate Companies – the list of companies merged with the current record and deactivated as duplicates. The list is only visible to the users with the crm_manager, crm_read_admin, crm_admin and admin roles if there is at least one completed merge.

Manage a customer company

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Navigate to CRM → Sales → Customer Companies to see previously created customer companies.

UI-actions available on the list interface:

• Add to marketing list – the action is available to admin, crm_admin, crm_sales, crm_manager, crm_marketeer in the row context menu. There are several ways to make a selection of records that need to be added to the marketing list:

  • Select the checkboxes next to the records to add those records to the marketing list
  • Filter the list to add the filtered records to the marketing list
  • Filter the list and select the checkboxes next to the required records among the filtered ones. Only the records with selected checkboxes will be added to the marketing list.
  • If you have not filtered the list and have not selected any records, all of the records from the list will be added to the marketing list.

  In the modal window that opens after clicking Add to marketing list, you will see the number of records to be added, and a field in which you can specify the marketing list to add the records. If you select inactive records or partners, they will not be added. Click Add to add the selected records to the marketing list.

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.
• Merge duplicates – the UI action is located in the burger menu of active records and available to the users with the crm_manager, crm_admin, admin roles. Click it to open the Merge duplicates modal window where you can select the company records to merge with the current record and deactivate them as a result. Find more information in this article.

Responsibilities

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A responsiblity is en entity that shows that an employee of a specific sales direction is responsible for the interaction with the customer company. To create a responsibility, complete the following steps:

1. Navigate to CRM → Sales → Customer Companies and open any record.
2. Click next to the Responsibilities field and fill in the form fields.
3. Click Save.

You can also add a responsibility directly through the table. To do so, complete the following steps:

1. Navigate to System Settings → All Tables.
2. Find the Responsibility (crm_responsibility) table and open its record.
3. Click Create record and fill in the form fields.
4. Click Save or Save and exit.

Responsiblity form fields

Field	Mandatory	Description
Company	Y	Specify a customer company for which the employee is responsible.
Sales direction	Y	Specify a sales direction to which the employee belongs.
Responsible	Y	Specify the responsible employee.

caution

Note that only one employee from a sales direction can be responsible for a specific company. However, you can add responsibilities regarding one company for the employees of different sales directions, or for the same employee who represents more than one sales direction.

If you specify a