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

General

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: Client Media Competitor Other
Class	N	Specify the company class. Available options: Internal Customer Manufacturer Service provider Service partner Prospective customer
Main contact	N	Specify the main contact of the customer company.
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: 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 of the current one.
Account manager	N	Specify the account manager responsible for communication with the company.
Description	N	Add a description of the company.

Responsible

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 sales direction as the one of the record creator.

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
• Opportunities
• Certificates
• Marketing Lists
• Leads
• Tasks

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.