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Company Fields

Field

Description

Company Name

Name of the company.

Type

Type of relationship to your company. For example, Prospect, Supplier, or Customer.

SLA

Service Level Agreement that the company has signed up for—please refer to Cases. The SLA selected here will be the default SLA for any cases you create relating to the company.

Website

The company URL.

Status

Current status, for example, Active or Inactive.

Segment

Industry sector, for example, Retail or Financial Services.

Employees

Number of people employed by the company.

Revenue

Company revenue. The standard drop-down values for this field are in USD ($).

Source

How contact with the company was initiated. For example, Tradeshow or Customer Referral.

Territory

Security territory of the company. Please refer to Territory Management.

Account Manager

Person from your organization responsible for the relationship with this company.

Mail Restriction

A flag to allow or prevent the company being added to mailing lists.

Opt out of E-marketing Communications

This flag is automatically set if the e-mail address associated with the company has opted out of all E-marketing communications received via Sage CRM's integrated E-marketing (Swiftpage). The user can manually check or uncheck the option, however this has no impact on E-marketing e-mails sent from Swiftpage (these will always retain the opt-out flag set from the E-marketing e-mail).

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See Also:

Address Fields

Phone and E-mail Fields

Person Fields

Setting up an E-marketing Campaign