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, by clicking Create at the top-right of the Company card:
- Add contact
- Create to-do and Plan a call (on accounts that still use Activities: Add activity)
- Book appointment
- Create opportunity
- Create order
- Create subscription
- Create document
The items you see depend on your user rights and your account. On an inactive company, most items are hidden.
You can also add comments to the Company Card and pin them with Pin comment, so they appear under Pinned comments at the top of the company card's Home tab (the house icon):
From the same Create menu you can also:
- Merge the selected company with another company
- Create a marketing event for this company
- Assign the company to a user
- Upload a file