In this CRM resources video, get an inside look at the main company screen within OnContact.
You’ll also learn where to find important tools and resources available to you through this screen within CRM.
Hello and welcome to OnContact CRM training. In this brief video we’ll take a look at the features and options on the company edit page.
Companies in OnContact are your customers, vendors or any other corporate entity you do business with. Header information about the companies such as name, address and phone number can be found on the upper left. Some fields like company name are free form, or click and edit fields. Another type of field found here is the drop-down.
The contact tree on the upper right shows people or contacts that are connected to the company. Contacts are typically employees of the company, although consultants or associates of some kind to work with the company may also be linked here.
There are a number of other convenient shortcuts available from this menu, including mail merge, email merge activity history, and others. The tab area found at the bottom half of the company page contains information related to the company such as activities, opportunities, incidents and others.