Skip to main content

3.4 Accounts

As with the Leads, the Companies are also organized with filters and information cards (address, description, etc.). The relations menu at the top right gives access (and allows additions) to various correlated data items.

For example, from the Companies module it is possible to progress to the next stage of the sales cycle, creating a potential automatically correlated with the account information.

3.4 [1].PNG
List view showing filter applied App side (fields displayed below each record)

3.4 [2].PNG
Account details

Organizational layout of the modules related to Companies
Conversations Notes PDF Maker
Activities (Calendar) Tasks (Calendar) Products
Contacts Messages Sales Order
Trouble Tickets Potentials Quotes
Services Documents Invoices
Installations Projects Project Tasks
Service Contracts Processes DDT
Visit Reports    

You can also modify or eliminate the correlated data, for example (as in the figure) the Contact associated with the account. The arrow icon (top right) gives direct access to the Contacts page.

N.B.: The order and presence of related items can be modified in the mobile editor layout (configurable web side).

3.4 [3].PNG
Display of a Contact related to a Company