-
On the Companies form, select .
-
Specify this information:
- Company
- Leave this field blank. The system generates a number for the new
record after saving.
- Name
- Specify the name of the company.
- Description
- Specify a description for the company.
- Company Type
- Select a type for the company.
- Internet URL
- Specify the company's web site.
- Salesperson
- Select the salesperson managing the relationship with the company
(validates against the Partner table).
- Revenue
- Specify the average revenue generated by the company.
- Employee Count
- Specify the number of people employed by the company.
- Phone
- Specify the main phone number of the company.
- Fax Number
- Specify the main fax number of the company.
- Email
- Specify the general company email address.
-
Specify this information on the General
tab:
- Industry
- Select a valid industry for the company.
- SIC Code
- Select a valid SIC code for the company.
- Region
- Select a valid region for the company.
- Campaign
- Select a campaign to associate to the company.
- Lead Source
- Select a lead source to associate to the company.
- Convert Date
- After the company is converted to a customer, the date of conversion
is displayed.
- Customer
- After the company is converted to a customer, the customer number
created is displayed.
-
On the Address tab, specify the address
information for the company.
-
On the Ship To tab, specify the address
information for the ship-to customer.
-
On the Contacts tab, specify this information:
- Primary Contact
- Select the customer to contact first if a direct contact is unclear.
- Last Contact By
- The last partner to contact the company is displayed.
- Contact Date
- The last date of contact is displayed.
- Contact
- Select additional contacts to use if the primary contact is unavailable.
Add/Edit ContactClick these buttons to launch the Contacts modal form to add a new contact
or edit an existing contact.
-
The grid on the Opportunities tab lists
any opportunities associated with the company. Click Add
Opportunity and Edit Opportunity
to launch the Opportunities form in the respective mode.
-
The History tab tracks the user who created
or modified the company information and the date.
-
Save the record.
Use the buttons on this form as described here:
- Click Convert To Customer to use the
information from the company record in conjunction with data entered
on the Convert to Customer form to create a new
customer record.
- Click Contacts to open the
Contacts form filtered to contacts that reference the current
company.
- Click Opportunities to open the
Opportunities form filtered to opportunities that reference
the current company.
- Click DataView to open the
DataView Results form. You can select from a variety of
pre-defined DataView layouts such as data grouped by region, salesperson, industry,
and SIC code.
- Click Interactions to open the
Interactions form, filtered for the current company.