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company [2023/06/20 10:03] – timcompany [2024/05/07 13:25] (current) – external edit 127.0.0.1
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 ==== Company List View ==== ==== Company List View ====
  
-The list view allows you to see all the companies that you have added, you can add a new company by clicking the " add new "company" option at the to of the screen.+The list view allows you to see all the companies that you have added, you can add a new company by clicking the " add new "company" option at the top of the screen.
  
 {{ :add_new.png?600 |}} {{ :add_new.png?600 |}}
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 To add a new Contact, click the 'Add New Contact' button on the Contacts tab, and then fill in the pop-up window. To add a new Contact, click the 'Add New Contact' button on the Contacts tab, and then fill in the pop-up window.
  
-//Company Contact List Image//+{{ ::company_contact_list.png?nolink&800 |}}
  
 Once you have at least one Contact saved against the Customer, they'll appear in the Contacts list. You also have the option to set one as the 'Main Contact' which will show them on the main Customer screen. Once you have at least one Contact saved against the Customer, they'll appear in the Contacts list. You also have the option to set one as the 'Main Contact' which will show them on the main Customer screen.
  
-//Company Contact Edit Image//+{{ :company_contact_edit.png?nolink&800 |}}
  
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 The activities list is a list of scheduled activities between your sales team and the company. This could include on site appointments, phone calls, zoom meetings etc. You can also schedule follow up activities for your sales team. The activities list is a list of scheduled activities between your sales team and the company. This could include on site appointments, phone calls, zoom meetings etc. You can also schedule follow up activities for your sales team.
  
-//Activities List//+{{ :company_activity_list.png?nolink&800 |}}
  
 You can also view completed activities by clicking on the "Show Completed Activities" tickbox at the top of the screen. You can also view completed activities by clicking on the "Show Completed Activities" tickbox at the top of the screen.
  
-//Edit Activity//+{{ :company_activity_edit.png?nolink&800 |}}
  
 To edit an activity, click on the pencil icon next to the record. This brings up the activity edit window and shows all the details of that activity. To edit an activity, click on the pencil icon next to the record. This brings up the activity edit window and shows all the details of that activity.
 +
 +For more detail on how activities work in Call2Field, please see the [[activity_list|Activities Page.]]
  
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 ==== Opportunities ==== ==== Opportunities ====
  
-The opportunities tab allows you to manage opportunities for your sales team. This allows you to take a multi-phase approach to your sales, and add a projected timescale for the process.+The opportunities tab displays the the opportunities that there are for the company, they can act as prelude to the activities tab, or as their own separate opportunity. This is where you will find all the opportunities for this company.
  
-//Opportunities list//+{{ :company_opportunity_list.png?nolink&800 |}}
  
 You can also view completed Opportunities by clicking the "Show completed opportunities" You can also view completed Opportunities by clicking the "Show completed opportunities"
  
-//Opportunities Edit//+{{ :company_opportunity_edit.png?nolink&800 |}}
  
 To Edit an opportunity, click on the pencil icon next to an opportunity record and it will open up the opportunity edit window, where you can edit all the details for that opportunity. To Edit an opportunity, click on the pencil icon next to an opportunity record and it will open up the opportunity edit window, where you can edit all the details for that opportunity.
 +
 +For more details on how the opportunities work, please see the [[opportunities|opportunities page.]]
  
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 The Extra Info tab is a custom tab which can be configured to suit your company needs and store extra information against a Customer record. It can also be configured and used in the same way for [[Customer|Customers]],  [[Site|Sites]], [[Equipment]] and [[Quote|Quotes]]. The Extra Info tab is a custom tab which can be configured to suit your company needs and store extra information against a Customer record. It can also be configured and used in the same way for [[Customer|Customers]],  [[Site|Sites]], [[Equipment]] and [[Quote|Quotes]].
  
-//Extra Info//+{{ :company_extra_info.png?nolink&800 |}}
  
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 The history tab allows you to view all the opportunities and activities you've had with that company in one easy place. The history tab allows you to view all the opportunities and activities you've had with that company in one easy place.
  
-//History List//+{{ :company_history_list.png?nolink&800 |}}
  
 You can also add additional records to a company's history using the add history button. You can also add additional records to a company's history using the add history button.
 +
 +{{ :company_history_edit.png?nolink&800 |}}
  
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company.1687255402.txt.gz · Last modified: by tim
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