Company Tabs

This section discusses each tab within the context of a company. The purpose of this is to give you an overview of the different types of information held in the system, and how they fit together.

• The Summary tab shows the core company details, the phone and e-mail, principal address, and contact.
• If you want to know your recent history with this company at a glance, click on the Quick Look tab. It lists the most recent communications, sales opportunities, and cases linked to the company.
• The Dashboard tab within the Company context can be used to display a management overview of the status of a customer account. For example, a chart of overdue cases, a list of high priority opportunities, or a snapshot of upcoming meetings
• If Key Attribute Profiling has been set up for Companies, you can use the Key Attributes tab to record additional information about the company that is not provided for by the standard Company fields.
• The Marketing tab can be fully customized to your needs to track information, such as detailed company segmentation information.
• You can add general free text information on the company under the Notes tab. For example, a recent press release indicates the company is due to merge with another company. This information can be added to the Company Notes.
• The Communications tab shows all the phone calls, meetings, and day-to-day correspondence with this company.
• The Opportunities tab shows your sales pipeline, past and planned, for this company.
• If you want to see how good your customer support has been, click on the Cases tab.
• The People tab shows all of the people who you have contact with at the company.
• The Addresses tab shows a list of all company addresses.
• The Phone/E-mail tab shows the different phone and e-mail details for the company.
• The Company Team tab shows all the people from your organization who are involved in activities with this company.
• The Documents tab shows references to all documents related to this company.
• The Relationships tab shows links between the company and related companies, people, opportunities, and other information, grouped together by relationship type. For example, a list of sub-contractors working with the company.
• The ... (Ellipses) icon at the end of a row of tabs enables you to change the default tabs you see in different areas of the system. For example, if you rarely work with Opportunities, you can remove this tab from the Company tabs. However, you can easily enable it again if you change your mind.

The tabs available within the context of a Person are similar to those described above, however the information relates specifically to the person.

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See Also:

My CRM Tabs

Basic Screen Elements

Accessing Preferences