Differences

This shows you the differences between two versions of the page.

--- company [2023/06/20 10:35] – tim
+++ company [2024/05/07 13:25] (current) – external edit 127.0.0.1
@@ Line 8: / Line 8: @@
 ==== 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 |}}
@@ Line 61: / Line 61: @@
 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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@@ Line 66: / Line 68: @@
 ==== 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.
 {{ :company_opportunity_list.png?nolink&800 |}}
@@ Line 75: / Line 77: @@
 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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