The Company Card makes it easy to work with company information relating to activities and opportunities.
To view or edit/add a Company Card, click Sales & CRM and either click the arrow next to Companies & contacts to open a dropdown:
Or click Companies & contacts and the dropdown next to My companies:
Click a company name in the list to open its Company Card.
The Company Card shows you:
- Open activities
- History timeline
- Contacts*
- Activities*
- Opportunities*
- Sales*
- Marketing*
- Documents
- Relations*
*Appears when there's related information for the company
Depending on what your account includes, the card also shows tabs for Company financials, E-sign, Support, Projects, Apps and custom objects when the company has related information. The History tab is always shown.
You can also view and add comments to the Company Card. This is a free text box for you or your colleagues: