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.
List view showing filter applied App side (fields displayed below each record)
Account detail view
There's a 'Open Map' button that allows you to open Google Maps and locate the Account
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).
Display of a Contact related to a Company