Companies

CRM Companies is the section where you can store the list of organizations with their parameters. This is one of the default sections of CRM, you get access to it as soon as you have the CRM app installed.

A company card may contain various fields that help a user to collect CRM information easily and keep it structured. As an administrator, you can change the Company template according to business needs.

By default, the following configuration is set for the Companies directory:

Main tab:

• Name (text, title)

• Web-site (link)

• Description (text)

Address tab:

• Address (text)

Related contacts tab:

• Contacts (CRM contacts)

There are no entries by default in the Companies directory.