Track company information (add/edit/detele)
March 9th, 2012Add Company
You can add as much as companies as you want, the process is simple.
1. Go to the menu: Companies.
2. Click on Add Company.
3. Enter all the info you need, you can associate contacts and documents.
Edit a Company
1. Go to the Company List Panel (Menu Companies – Company List Panel)
2. Go to the Company you want to edit and click on the icon Edit.
Manage Companies
Once you have added some companies you can manage them, you can:
- Add more companies.
- Export your companies.
- Import Companies.
- Get contact list.
- Show your companies on the map.
- See the global companies around your area.
On the list panel you can:
- Attach an image.
- Search the company on Google.
- Search the company on LinkedIn.
- Add a log.
- View the detail page.
- Edit the company.
- Delete the company.
- Share with another user.
- Merge companies into one.
- Tag your companies.
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