Call2Field Help Manual

The Company View is where you can view a list of all companies that have opportunities or activities assigned to them, these companies can range from new companies that aren't actual customers yet, or they can be existing customers that are looking at expanding their call2field.

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.

here you will be presented with a page similar to that when you view a customer or site list view, here you can view all the companies that have opportunities raised against them. if you would like to add a company in order to create an opportunity for them, simply click the “add new Company” button.

Here you will be presented with a page where you will need to fill in the info for the new company you wish to add, this includes company name and address. alternatively you can use the google search bar that is located above the company name field.

once you have filled in all the necessary info for the new company, you can save it by clicking the “save company” Icon on the far right of the screen

You can edit a company page by double clicking on a company to view it, you can the click on any of the fields you want to edit and re type the info in the respective field, once you have made the changes you want, click the “save” button on the top right of the corner of the screen.