The Company Card makes it easy to work with company information and add connected information like activities and opportunities.
To open a Company Card, click Settings → Sales & CRM.
You can either click the arrow next to Companies & contacts to open a dropdown:
Or you can click the dropdown next to My companies:
The Company Card shows you:
- The sidebar
- Open activities
- History timeline
- Contacts
- Activities
- Opportunities*
- Sales*
- Marketing*
- Documents*
- Relations*
*Appears when there's related information for the selected company
You can also view and add comments to the Company Card. This is a free text box for you or your colleagues:
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