Find out how to include extra notes, comments, and assign tasks that relate to your companies.
You can quickly add any of the following for the selected company, using the links at the top of the Home tab of the Company card, or by using the + at the top right of a company card:
You can also add comments to the Company Card and pin them, so they appear at the top of the company History:
Click More and you can also do the following:
- Merge the selected company with another company
- Create a marketing event for this company
- Assign (or unassign) the company to a user
- Upload a file